Everyone talks about “uncertainty” in markets, but what does it actually mean? 🤔 Alan Dunne and Mark Rzepczynski break it down and explain how investors today can better navigate the rising uncertainty we are facing. Don't miss the conversation! bit.ly/42wKe6c

Sentiment is often of no value - except at the extremes

"Sooner or later everyone sits down to a bouquet of consequences," attributed to Robert Louis Stevenson. We don't always know what those consequences will be.

Shane Parrish: "The gift with the highest return: believing in someone before they believe in themselves."

“You are a ‘yes, but’ guy in a ‘gee whiz’ world.” quote from Jim Grant I am a "yes, but" guy.

In this episode, Mark Rzepczynski (Mark Rzepczynski) and I discuss why fixed income often trends better than equities despite what most people think. 🎧 Don’t miss this chat! bit.ly/4fn3JD1

stock market today is different from that of 50 years ago. Yes, less concentration versus pre-WWII but what should we infer?

Important chart on the flows from one firm to another in the AI equity cycle. Not sustainable without some revenue and profits.

Recent IMF survey of 27,000 respondents shows that only 50% get right simple questions on relationship between debt, deficits, and spending. There is a debt literacy problem.

March Madness won’t be the same without Sister Jean. Thinking about the Loyola University Chicago community and everyone who loved this remarkable woman. nytimes.com/2025/10/10/spo…

I was able to get to know her through my work with #LoyolaChicago. Always friendly, always a person for others

Good choices for their work on growth - economics focus on macroeconomic cycles, but long-term growth, innovation, and productivity change society.

Mark (Mark Rzepczynski) and I had a great talk about what really counts as a safe asset today. Once it was Treasuries, now it’s gold, and maybe soon it’ll be something else entirely. Find out what this means for investors trying to protect themselves. 👇️ toptradersunplugged.com/podcast/liquid…

Good simple analysis- look at the data and #gold buying by #centralbanks started before sanctions

Hedge fund performance mixed for October #hedgefunds #hedgeindex

Hedge fund performance is still showing positive performance for 2025. The only exception is managed futures #hedgeindex #hedgefunds

My latest paper on the housing market: Transactional (Case–Shiller) vs. Hedonic (Zillow) Housing Price Indices (HPI): Different Construction, Same Conclusions? mdpi.com/3575624 #mdpirealestate via MDPI

#housing #Caseshiller #zillow Different indexes generate different conclusions

In this episode, Mark Rzepczynski and Alan Dunne discuss why prices still matter when fundamentals, forecasts, and the Fed all contradict each other... as well as what prices can (and can’t) tell us. 🎙️ Listen here: toptradersunplugged.com/podcast/when-p…

What type of signal is given to employers when these are the distribution of grades at @harvard? Can you distinguish quality if everyone is getting A’s? Harvard is attempting to cap A's at around 20%. This is a good thing. From @NYpost article.