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Author: Tim Knight

Bloxheads

FEEDWell, I guess the “R-Word” is off limits, so I’ll instead refer to the denizens of WSB as brain-dead. At least until the Association for Brain-Dead Dignity comes after me, at which time I’ll be foreclosed from using the &#82…

The Credit Recoupling

The graph below shows the stock market (in blue, by way of the SPY) and the junk bond market (by way of JNK, although you just as easily look at SJNK, HYG, EMB, or a variety of other debt-sensitive instruments). My view is that credit will lead the…

Moderna Medicine

A wipeout of nearly 75% in just six months. I’m sure the insiders dumped at just the right time and left the retail bagholders wondering what just happened with their “investment.” The fascist free-money-from-the-Feds Pfizer is ac…