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Stay Vigilant

Richard Excell

Demystifying Finance & Markets

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Substack
PricingOnly free issuesPublishesWeekly
Issues241Founded4 years agoLast Issue7 days ago
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Latest Issues

Warsh. Rinse. Repeat.

Two weeks ago, in my post called What is the Common Thread?, I wrote:

“Kevin Warsh in now the new Fed Chair and has his first meeting next week. Inflation and growth are clearly going to be the focus, as they always are. The market will be...

7 days ago
15
3

Mo

World Cup vibes

I have been enamored with the World Cup, as I am every four years when it is on. It only helps that it is being played in the Americas and the time of the games lines up with my schedule even better.

The celebrations, not...

14 days ago
15
4

What is the common thread?

Given my trip to Japan and time with family for my co-host, it had been a month since we got together for the CFA Chicago ‘Macro Matters’ podcast. As a result, we thought it would make sense to take a look at all of the major asset classes...

21 days ago
20
1

Here's the story ...

I was on a golf trip last weekend (yes, I do play a lot of golf) and my playing partner said to me as we walked off the range, “Our caddie looks like Peter Brady.”

Sure enough, he did. It made me think of how many “Brady Bunch” references...

a month ago
25
3

Common Ground

Over the past several months, I’ve spent a great deal of time traveling — meeting people from different countries, cultures, and religious traditions. I’ve shared meals with Christians, Buddhists, Hindus, Muslims, Jews, and people with no f...

a month ago
24
5

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  • Richard Excell

    Veteran global macro & equity long/short investor, current professor Investment Exchange Forum Podcast: https://www.cfachicago.org/podcasts/ Other blog: https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html

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