Oh dear, the Fed has a problem. It’s one thing to deny a bubble when it’s only cranks like me on Twitter pointing out the unfolding market distortions. Yet bubble talk is […]
Record market prices again on Inauguration day as equities continue on the Stretched path. In a world that is uniformly bullish oriented in the firm belief ( and so far correct belief) […]
I’ve been saying it for a while: The extremes are becoming ever more extreme, to the upside as well as to the downside. Last year I kept highlighting multiple warning signs in […]
Who’s ready for a total freak show? Buckle in for I came across something interesting putting a couple of pieces of the market puzzle together. In The Alternative View I outlined some […]
The Federal Reserve and other central banks represent a clear and present danger to future financial stability. I’ve been saying for a while central banks are fueling an asset bubble and as […]
As promised some views and chart perspectives on the upcoming year of 2021. I’m titling this 2021: The Alternative View simply because Wall Street consensus is again entirely bullish for 2021 driven […]
If you thought fundamentals, valuations and earnings growth matter the joke is on you. In 2020 central banks have managed to do the unthinkable: Not only once again save investors from any […]
I’m not a currency trader, but like it or not we are all currency traders now as the movements of the dollar and equities are tightly linked. Dollar up, markets down and […]
Now that Bitcoin has hit the wall of previous highs perhaps time for another technical update. And before you @ me accusing me of being just another naysayer or bear a quick […]
I got a mystery for you, cause who doesn’t love a good mystery. Record inflows. Week after week, record tech inflows, all year long. Almost daily we get headlines about money coming […]
