Insights
Magazine Covers versus Market Sentiment
Most folks who are long-in-the-tooth in this business don’t like seeing magazine covers that crow about the next big thing...
Bullying the Bears
For the past eight years we have essentially been made to believe that China was going to rule the world,...
Too Close to the Flame (1)
Well, it looks like celebration of Dow Jones breaking the 20,000 mark lasted about 38 seconds. And you might think...
Investors: A Tale of Too Many
Here we are on the doorstep of change once again. It’s always a little scary for some, exhilarating for others...
The Match That Lights the Market’s Fuse
The new administration is just days old and I'm already tired of hearing about all of its problems. So if...
Trumped!
Whether you love him, hate him or are ambivalent I think everyone can agree that the coming years under “The...
Two Voices, One Market Lesson
Here’s the lesson: Every new market high proves beyond a doubt that the fears voiced before it got there, along...
The Market Forecast Partly Cloudy with Corrective Winds
Do you remember the scenario we suggested as these notes came to a close in 2016? We said we could...
The Law of Large Numbers & Small Businesses
Beyond the political noise, one of the most important developments this week is the chart (above) on small business optimism...
When Money Follows Market Sentiment
The Q4 earnings season is staring us in the face. My hunch? (And it’s just a hunch, by the way)...
What’s Behind the Market’s CAPE?
In yet another annual mish-mash of the elements which will surely send us all spiralling downward, there are a lot...