For several months now I've been promising my post on government spending and the "we can grow our way out of the debt" argument. After pushing it back several times, I decided to make it a stand-alone post. This post also brings back a topic I first discussed
Waiting is part of life.
We wait for the weekend. We look forward to a long-awaited trip or seeing friends we haven't seen in a while. We anticipate holidays, celebrations, milestones, and new seasons.
Having something to look forward to can change the way we experience the ordinary
Once again it was a whirlwind of a week for the markets. We had an election, the Dow's best day since April 2025 (even though I personally don't follow or quote the Dow, it did make mainstream headlines), followed the next day by the S&P 500'
So, the election is over. What now? Well, there’s a lot to uncover about the election and we can take a lot of points from the results. I think the cool thing about elections, and markets, and other stuff, is you can speculate about them, but
Originally posted September 1, 2026 / Last updated November 6, 2026
The money behind the AI buildout keeps changing shape, and this post is my attempt to hold it still long enough to explain it (while providing updates to the landscape as they occur). The post started with a walk through
