It’s that time of the year again, the ritual $VIX crushing as markets are relentlessly drifting into the Sell Zone in anticipation of rate cuts from the Fed and more stimulus from […]
Greatest economy ever according to the presidential talking points, new market highs in July, free money just around the corner with every central bank looking to cut rates because greatest economy ever. […]
Tech making new highs again in July as markets are anticipating rate cuts from the Fed later in the month. It’s still early in the earning season, but about to get heavy […]
Markets are engaged in a clear battle for control: An active Fed eager to extend the business cycle using asset price inflation as its primary means to generate further debt financed growth […]
How can I not talk about the Fed? How can I not talk about the daily jawboning? It is all around us. Every. Single. Day. And it keeps working. I feel like […]
Every once in a while, especially at market extremes, it’s good to take a stake of the bigger picture. Now that the market, highly encouraged by the Fed, has baked in a […]
Everybody is trampling all over themselves to raise bullish targets. $SPX 3,300, $SPX 3,350, $SPX 3500, do I hear Dow 31,500? Yes I am. The big driver of course the Fed and […]
A couple market lessons from history perhaps worth considering for both bulls and bears. I’m an analytical soul. Data and facts matter to me. But clearly they don’t blend well in our […]
Investors have a choice to make. Take the blue pill and believe whatever you want to believe. You may choose to believe that markets never go down, but for a brief moment […]
I’m probably one of the few remaining people left raising red flags, but hey, I see what I see and some of it I share and what I see is a fragile […]
