Oh look, the $VIX is getting crushed again. Given all that is going on globally one may be inclined to express surprise, but it really isn’t a surprise. See there’s this monthly […]
Let’s keep it simple shall we: 2019 remains a battle for control. The forces of intervention want to “extend the business cycle” as Jerome Powell likes to frame it by any means […]
They sure are trying their best. To do what? To goose markets higher.
Well that was fun. Big nasty drop and a vicious rally back up. Standard script right?
Before you go all “here he goes again” I’m not calling for a double top, I’m highlighting the risk that markets may have made a double top and that has implications. Let’s […]
We’re in the middle of an existential crisis. We must be. That’s what central bank policies are telling us.
Where is it? The great bull market? Where is the imminent great bear market?
Risk happens fast, especially when markets run on hopium with extended valuations. Whether today’s news headlines suggestive that Democrats may be opening an impeachment inquiry into President Trump will be a trigger […]
Nothing’s proven either way yet, but here’s why banks hold the key.
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 […]