Insights
What Masquerades As News
Not so long ago the biggest fear was that Trump would not accept things if he lost the US Presidential...
The Changes on the Way
I hope you got a chance to review the latest market overview video. If you have not yet grabbed a...
The Way The Fear Blows
You can see our quick review video about where the markets ended up finding support here. The New “New” What’s...
Welcome to Trump’s World
The election dust is settling and a stunning set of events has unfolded since. I’ll look at these in more...
The Trump Market Transformation
In the early morning hours, just as the world was beginning to recognize the tectonic shift unfolding on Election night,...
How Investors Get Paid for Risk
Election confusion is the name of the game; it’s created a record long number of down days (more below on...
The Economic Eggshells Beneath our Feet
So here we are, less than a week from election day, and the eggshells are scattered everywhere beneath our feet....
Slaying The Earnings Recession Monster?
Adrift: Floating without being either moored or steered; without purpose or guidance; lost and confused. There’s a kind of whipsaw...
Market Make-Believe on All Hallows’ Eve
Nonsensical: Having no meaning; making no sense; ridiculously impractical or ill-advised. Synonyms: Foolish, insane, stupid, idiotic, illogical, irrational, senseless, absurd,...
People Make Markets
When I was younger and just starting in this industry back in 1982, I remember noticing there always seemed to...
The Markets: Cloudy, with a Chance of Fatigue
There have been times in the past where "crowd fatigue" was itself a drag on markets in the near-term. It...