- The bubble is dead. Long live the next bubble.
- Swatting at the Recession Story Flies. Now It’s (Pun Alert) Buzziness Debt.
- Sticking with My Stock Overweight, But Recognizing the China Risk.
- The Sad Story of My Own Investor PTSD – The Wayfair Saga. But I’m Sticking With My Housing Stocks.
- Earnings are the “catalyst” for my beloved mortgage insurance stocks. And Radian delivers.