Another overnight coronavirus related scare as China had to greatly up its estimates of the infected, yet no worries, the market remains as much on autopilot as the Fed remains in denial […]
Time to follow up on a technical set up I had posted publicly on bonds at the end of December 2019 in It’s not Over. The question was in regards to the […]
After getting a public twitter scolding from President Trump for letting the Dow reverse into red yesterday Jay Powell was not about to let the same mistake happen twice and came fully […]
We’ve talked about the year 2000 comparison (Party like it’s 1999). In 2020 markets went onto a similar structural tear just having rammed relentlessly higher. In 2000 markets famously topped in March […]
Every once in a while the truth shines through and we got a few doses of it today. Recently critics who suggested that the Fed’s QE policies artificially elevate asset prices were […]
Since 1900 markets have had their fair share of crashes. Mind you crashes don’t happen that often, in fact crashes are very rare. You know what’s also very rare? A particular party […]
Oh how I miss George Carlin. Yes he was mainly known as a stand up comedian, but he was more than that, much more. He was a social critic, he challenged that […]
Is there any political risk for equities in this election year? The 2016 US election has been a nirvana for US corporations who benefited the tremendously from the Republican led 2017 tax […]
Once again they took all the pain away. What looked like the beginning of a larger market correction, amid renewed reductions in global growth outlooks, was again aborted in its tracks by […]
In context of the week’s market gains Friday’s decline was minor, but context may matter.