Insights
Happier times may be ahead…
Apologies for this Informing You being delayed. In this case the House of Commons was not the cause but rather...
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...
There is good news if you know where to look
If ever my advice to avoid the news was challenged I would have to cite last week as exhibit A....
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...
There Are No Clear Futures, Only Perspectives
“You will find only what you bring in.” – Yoda Markets, investing, and planning are unruly beasts. Done improperly, they...
When the Consensus Contradicts Common Sense
Often in all the noise, we can lose sight of how much better things get over time. This is surely...
There’s Always a Bubble
Here’s a few things to consider: Consumers and companies adapt. That means even if the "tariffs" lasted for years there...
The Death of Slow
It appears Armageddon did not arrive with August as so many had predicted. Even the tail-end of the Q2 earnings...