Any recession still retains its inventory roots., despite the Fed’s countercyclical manipulation. And now we see a big problem there.
Time for a technical update on Bitcoin. In May in Bitcoin Resurgence, when Bitcoin was trading at just below $8000, I offered a technical analysis that outlined a potential move toward the […]
Noted financial author Nassim Nicholas Taleb has little patience for economists. With good reason.
And yesterday it happened, the big flush following weeks of volatility compression. $ES down 250 handles in a matter of days. Now the bounce. Events like this can be overwhelming and you’ll […]
Are we hitting the wall here? Markets. Economy. Technicals. Valuations. All appear at a key crossroads here. Last week’s 3% pullback, while in itself not seemingly dramatic, came at a very key […]
Powell had to attempt a modest reset of market expectations. This wasn’t going to be uneventful. Then Trump made it worse.
Is it even possible to add anything else that would make this all seem even worse?
Things that happen in one place happen in every place.
The Labor Market isn’t what Powell said it was.
Something significant has happened with US markets this week and whether you’re bullish or bearish I suggest: Watch closely. Full disclosure: We’ve been approaching July from the sell side and I’ve been […]