CJ's Market Memo

CJ's Market Memo

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Put Down the Phone
Hang Up On the Noise
Sep 27 • CJ Brott
Zweig’s Second Rule
The Forgotten Rule
Sep 19 • CJ Brott
Two Declarations
A 25 year Ten-Bagger
Sep 12 • CJ Brott
Don’t Just Do Something Stand There!
Is the Stock Market Really That Strong?
Sep 5 • CJ Brott

August 2026

The Question He Left Open
Warsh opened Jackson Hole on AI, then declined to forecast rates. The world's bond markets forecast for him.
Aug 29 • CJ Brott
Bullish Dispersion
What I Wrote in January 2021 and Why it Still Holds
Aug 27 • CJ Brott
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