It’s a dirty job and someone has to do it. May as well be me and I’ll make the bear case here as difficult as it is. And I say difficult, because […]
Please read this paragraph carefully: “Since last year real GDP growth has been slowing. The chair of the Federal Reserve has been signaling that, while growth is slowing, there is no recession […]
This week’s renewed move above 3,000 on $SPX prompted victory laps by bulls as the multiple expansion program inspired by central bank intervention and trade optimism once again dominated the market action. […]
It’s finally official. QE Infinity is here, so announced today by Mario Draghi at his final press conference as the head of the ECB. Not only QE, but also joining Turkey and […]
Are markets setting up for a replay of last fall or we just drifting higher on hopium and coming successful central bank intervention?
The first round in the Thunderdome goes to bulls as another hopium based rally emerged driven by relief headlines. First on the news that Hong Kong tensions appeared to defuse and then […]
Here’s the setup and what to look for to confirm.
Having fun with the endless chop that started in early August? Here are two ways out.
Bull and bear are entering the Thunderdome in September and October and only one will emerge victoriously.
Where does it end, how low can yields go on this run or are there signs of imminent reversal.