I had a lot of time away from screens this weekend which is probably a good thing. Always good to get to step away and get a different perspective away from the […]
Off to the new quarter we go. The last quarter was historic, it had a massive blow-off top fueled by cheap money andexuberant optimism ignoring all the negatives and technical warning signs, […]
The more I read and observe the clearer the message: Nobody knows anything. And by that I mean nobody truly knows how any of this will turn out and I think this point […]
Lots of proclamations and predictions out there. Lots of certitude expressed at a time of the greatest uncertainty.
Ok. I’m cheating. I have a secret weapon. My muse. Mella. She of the Big Short II fame. Like all of you we’ve been analyzing where this move may bottom or at […]
When a house is on fire nobody has time to think about the future. All effort is on extinguishing the fire and save what’s left. That’s the Fed’s role right now dousing […]
No market video this weekend as my wife has threatened to quarantine me to the woodshed if I put the time into a producing a video. No, she’s right, time to decompress. […]
We’re in the midst of the most volatile market environment in our lifetimes. Even more so than 2008. The daily noise is incredible, with headlines nonstop and wild price movements every hour […]