Insights
Employment, Earnings and Technology’s Endgame
Forget the false news you hear all the time about how US jobs growth is all about part-time positions getting...
China: What You Don’t Know You Don’t Know…
Am I crazy, or did 2019 just start like 9 hours ago? One and a bit months down and 10...
MISSING: Financial Train Wreck, Answers to ‘Brexit, Trump, Earnings or Rates’…
This latest investor panic and exodus from anything even remotely perceived as risky seems to have run its course…for now....
Horsemen of Financial Apocalypse Request Holiday, Upset By Call-Offs
Hundreds of gallons of ink (and billions of pixel-thingies) have been spilled (and Tweeted about) by experts telling us that...
TUMS: Talked Up Media Stories
Hundreds of billions of dollars were liquidated from the market in the last two weeks of 2018. (Feels like six...
The Bricks in the Market’s Wall of Worry…
Stocks fell out of bed recently after US Commerce Secretary Wilbur Ross said that trade negotiations with China were far...
The Cycle That Triggers a Financial Crisis
Recessions often come from excess. They tend to be preceded by periods when growth is very strong and widely expected...
The Few Investors Along for the Ride
"Well alas we've seen it all before, Knights in armour, days of yore, The same old fears and the same...
If This is the End of the World, Then I Feel Fine…
What do you think is the scariest financial conclusion we can come to during periods like the last quarter of...
When This Little Piggy Went to Market…
For those staring off into space just now, 2018 was “The Year of the Dog” in the Chinese Zodiac; a...
The Hidden Economic China Syndrome
My hunch is that we’ll get a good number of negative reactions about the corporate earnings season during the eight-week,...