GOAT Predictions for 2023

GOAT Predictions for 2023

Consider this, Consider this the hint of the centuryConsider this, the slip, that dropped me to my knees, failed.What if all these fantasies come flailing around?And now, I’ve said…. too much— R.E.M. – Losing My Religion I probably should have codified these before the turn of the new year but I didn’t even think of…

Fed Watch: When They Call for the Bailiff You Know You’re Winning

Fed Watch: When They Call for the Bailiff You Know You’re Winning

You may ask yourself, “What is that beautiful house?”You may ask yourself, “Where does that highway go to?”And you may ask yourself, “Am I right, am I wrong?”And you may say to yourself, “My God, what have I done?”— Talking Heads, “Once in a Lifetime” In the face of the Fed’s intransigent hawkishness we are…