Monthly Archives: March, 2026

CA Wealth Tax: “Immediate and Significant Consequences”

You know that California is looking to squeeze more than a few pennies out of its wealthiest residents, and they are already fleeing for...

If Private Credit Busts, Will It Hurt?

You have been reading about private funds limiting redemptions and the dangers private equity and credit could pose to retirement investors in my ongoing...

Russian Oil Reaches Cuba as US Eases De Facto Blockade

The United States is allowing a Russian oil tanker carrying about 650,000–730,000 barrels of crude to reach Cuba, effectively easing the de facto fuel...

America’s NGL Boom Drives Rising Exports to Asia and India

The US Energy Information Administration reports that US natural gas liquids (NGL) exports hit a record 3.1 million barrels per day in 2025, driven...

Top Consumers Return to Coal Amid Gas Supply Shock

A deepening conflict in the Persian Gulf has severely disrupted natural gas supplies, forcing major energy consumers to turn back to coal to meet...

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What’s Happening in France could Happen Here

You may have read that France is facing a...

Why Diesel Prices Have Surged Across the U.S.

U.S. diesel prices have risen sharply due to high...

Is China’s Economy Addicted to Real Estate?

In The Wall Street Journal, Nathaniel Taplin explains the...

The Payday Indicator

Alert! My Payday Indicator is signaling the worst environment...

Why Isn’t the Oil Price Coming Down?

President Trump and his administration have been touting a...

Junk Bond Yields

What do junk bonds yield today? The table below...

A Simple Recipe for Beating the Market 3 to 1

Over more than eight decades of stock market history,...

The Truth Behind the S&P 500

Let’s get a few things straight about the S&P...

Does Private Equity Race for the Exit Spell Trouble?

Stephen Gandel, writing for Bloomberg, explains that private equity...