Insights
It Is Not The Critic Who Counts
Are the “experts” completely snowed about how well we’re doing – maybe even as flummoxed as they were in the...
Long Live the Consensus
Impeachment, Cyber Monday, extended Black Friday, records set in the shopping malls and online, cars lost in packed parking lots,...
Just A Little Patience…
Technology will be everything in the future. It will become so much a part of our lives that it will...
A Better View of This Decade
Thanks to technology and the smartphone world, we live in a 24-hour news cycle. It can easily be mistaken for...
The Intense Demand for Poor Returns
As the haze of the holiday season rapidly rolls in, I thought a few images of what things really look...
Risk Is For Wimps
Yes, a recession is coming…someday. Next week? No idea. Five years from now? Let me check…nope, still no clue. No...
The Debt Bomb?
Let's look at a string of charts from Scott Grannis of the Calafia Beach Pundit. It’s important stuff to be...
Just Like the Sky, Earnings Are Not Falling
On the first day of trading in 2018, the NYSE Composite (broad market index) closed at 13,103. On Monday of...
The Market’s Dreams of Sugar Plums
Yep, this decade is now about 97.5% over. It’s hard to remember where it all started. After all, when it...
All the Battles Being Fought on Emotion…
It’s hard to believe that Q3 earnings will start up in just a few short weeks. And we suspect it...
The New Normal?
In case you’re wondering how strong the consumer is, the image below shows the structure of US GDP. Of note...