Hoagie Haven in Princeton is the go to spot for a late night snack, for people in the neighborhood and the university. Back when I lived here, it stood open 24hrs per day, 7 days a week. Their special sandwich is called The Sanchez, a mix of french fries, fried chicken cutlets and their signature […]

Life used to be simpler, cleaner. It wasn’t long ago when all investors needed to worry about was the macro and if and when a new plague was about to lay waste to the global economy. We’d spy on the girth of Greenspan’s briefcase for clues of looming FOMC policy and break apart iPhone’s with […]

Within 1% of highs, yet 30% of stocks are down 10% or more the past month. And how is this being done? Feats of magic! The past week. And yet in spite of all this, we have clear winners. More specifically. On the other side of the ledger are sectors sensitive to high interest rates […]

Rates ripping, oil sustaining $100 levels, diesel at record highs. All of this is quite upsetting for the macro backdrop, especially with the Fed painted into a corner to keep hiking rates to “fight inflation” that is primarily being driven by a self imposed commodity supply shock. Yet, stocks did well for the week, led […]

Now what? Warsh hiked rates into an oil supply shock, pretending all was normal and he was just fending off a little inflation. Markets hated his guts, sold it down, and then ripped it higher the very next session. Diesel fuel is selling for $6+ nationwide and the only reason why stocks are hovering near […]