The Hardest Post To Write About The Market
“I contend that with everyone leaning so heavily one way, the surprise will not be how much money they make, but instead if things don’t…”
Continue reading“I contend that with everyone leaning so heavily one way, the surprise will not be how much money they make, but instead if things don’t…”
Continue readingNo longer was he the bold-new-Chairman-willing-to-slow-down-the-financial-economy-to-stop-a-bubble. Suddenly he was the…
Continue reading“…the trader-in-me still hates writing a bullish piece…But the gold decline refuses to materialize…”
Continue readingNearly everyone was a dollar bear in early 2018, but now everyone is a dollar bull? Is the dollar about to strengthen? Or breakdown? Here’s some insight…
Continue readingEverybody agrees lower oil prices are a boon to a consumer economy, but will we get the boon right away, or will it take time? Here’s some insight…
Continue readingAh the Millennials. You gotta love ’em. They’re convinced they know better, but actually, they’re likely to get slaughtered in the markets. Here’s why…
Continue readingThinking that a year-end stock market rally is a sure thing? Well, the trade war with China may very well spoil that line of thinking. Here’s why…
Continue readingChasing momentum is no longer being rewarded like it used to be. Is this the start of a new trend away from momentum? Here’s some insight…
Continue readingWe may not be at year 2000 levels of stupidity, but the data is clear – we’re nearly there. Here are the details…
Continue readingWhat has changed in America that has the US outperforming the rest of the world? Easy fiscal policy from the US government. Here are the details…
Continue readingA peg implies both buying and selling to maintain the peg, but the Chinese aren’t selling, so what else could be taking place? Here’s some insight…
Continue reading“In this world of bat-shit-crazy central bank policies, a smidgen of the asset that has maintained its status as a store of value for…”
Continue readingSure, the Fed Funds Rate is 1.75% to 2.0%, but when taking inflation into account, the rate is actually negative. Here’s why it matters…
Continue readingWe keep hearing the trade war is going to be a disaster for the stock market. Is there a contrarian case to be made for the opposite? Here’s one…
Continue readingAugust can be a dangerous time for the stock market, and there are plenty of reasons to think this one could be especially dangerous, but…
Continue readingWhy are investment grade bonds performing so badly compared to junk bonds? Here’s nine reasons (or excuses) in no particular order…
Continue readingThere is a very specific event taking place on Monday that could translate into a big drop in the stock market. Here’s the details…
Continue readingThe past five months have been absolutely brutal for investors buying investment grade bonds. Here’s the details…
Continue reading“The financial economy is precariously perched on a peak of financial asset price perfection. I have little doubt the Federal Reserve’s tightening…”
Continue reading“Be careful in assuming the Fed is on financial markets’ side” Here’s why…
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