
CNBC & MSNBC Contributor, over 5 decades of experience as a business journalist, money manager and advisor to asset management companies.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 99 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||

As you all know by know, the Federal Reserve left interest rates unchanged but hinted at another rate hike in December by characterizing the economy as “strong” as opposed to “solid” and, once again, asserting that inflation remains too hig...
You know from all of my past writings, I believe the AI trade has, in fact, become part and parcel of a financial market bubble.
The notion is getting a bit of a late boost as The Financial Times just reported that OpenAI just trimmed its...
I’ll be publishing another missive this evening.
Apologies for the delay, have been on the road non-stop for a week!
R
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Not a Political Commentary But an Analysis of an Unacknowledged Risk
Just as President Trump declared an “energy ceasefire” between Russia and Ukraine, neither side acknowledged it.
The Message of the Markets is a reader-supported publica...
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The writers behind this newsletter.
3+ decades covering markets. MS NOW. Prev: CNBC, NBC. Interviewed every Fed Chair since Volcker, 4 Presidents and legends: Buffett, Soros, Dimon. 4 books. Wrong plenty, right enough, still curious. Helping you make sense of the markets.
President, JoinTheUnion.us. Co-Founder, The Lincoln Project. Author - Substack :: The Home Front Your friendly neighborhood Casandra.
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