What else I learned last week
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
When you come to a fork in the road...
The finale. Not so grand.
Aug 4, 2023
•
Brian Nick
1
Share this post
When you come to a fork in the road...
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
July 2023
What's around the corner for the U.S. economy?
Inflation is coming down, but growth is still quite strong. Is that a problem?
Jul 29, 2023
•
Brian Nick
3
Share this post
What's around the corner for the U.S. economy?
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
Hopes are high. Are investors?
Plus: Can a construction boom carry the economy forward as consumers normalize?
Jul 21, 2023
•
Brian Nick
1
Share this post
Hopes are high. Are investors?
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
Inflation isn't sticky (and never was)
Plus: What the heck is Bidenomics?
Jul 14, 2023
•
Brian Nick
Share this post
Inflation isn't sticky (and never was)
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
If you can't stand the heat, stay out of the market
Plus: Diversified portfolios are almost "back" after the swoon in early 2022
Jul 7, 2023
•
Brian Nick
2
Share this post
If you can't stand the heat, stay out of the market
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
June 2023
"The show goes on" for U.S. consumers
Plus: Ways to adjust your bond portfolio that don't entail holdings lots of cash
Jun 30, 2023
•
Brian Nick
1
Share this post
"The show goes on" for U.S. consumers
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
For investors seeking value, the name's Bond
Plus: U.S. housing market data continues to greatly exceed expectations
Jun 23, 2023
•
Brian Nick
2
Share this post
For investors seeking value, the name's Bond
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
A Fed pause'll do till a mess gets here
Plus: When are falling rents and used car prices going to show up in inflation data?
Jun 16, 2023
•
Brian Nick
5
Share this post
A Fed pause'll do till a mess gets here
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
The Fed has questions. Investors need answers.
Plus: Private sector balance sheets still look really strong. Film at 11.
Jun 9, 2023
•
Brian Nick
2
Share this post
The Fed has questions. Investors need answers.
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
Unlearning the investing lessons of 2022
Plus: A deep dive into the just-released May U.S. jobs data
Jun 2, 2023
•
Brian Nick
Share this post
Unlearning the investing lessons of 2022
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
May 2023
Hell or higher interest rates
Plus: Stocks don't look likely to break out even as the U.S. avoids recession
May 26, 2023
•
Brian Nick
4
Share this post
Hell or higher interest rates
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
Wake me up when we get to 2019
Plus: Don't pay attention to what consumers say. Pay attention to what they do.
May 19, 2023
•
Brian Nick
7
Share this post
Wake me up when we get to 2019
whatelseilearnedlastweek.substack.com
Copy link
Facebook
Email
Note
Other
2
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts