Insights
Will the Next Market Monster Please Stand Up…?
Tis the end of Q1 already. T’was a fast quarter indeed. And investor fear has wasted no time ramping up...
Why Missing Out is Far Worse Than Running Out
The Job Openings and Labour Turnover Survey (JOLTS) came out late last week revealing a staggering number of new US...
Why the Bulls are Nearly Extinct
It appears the ugly season is over…for now. That said, while all those terrifying earnings announcements have begun to recede,...
The Alarmists’ Circle of Mistrust
When I was just getting started in this business, I had a couple mentors (rest their souls) who taught me...
I’m in a ‘Nitty Gritty’ State of Mind
Growing wealth requires us to eventually get to a stage where we stop telling ourselves stories, and let reason replace...
The March of ‘The Terribles’
“You know, Hobbes, some days even my lucky rocket ship underpants don't help.” Calvin & Hobbes As we said goodbye...
The End of the World Has Been Greatly Fabricated
Folks, the growth rate is slowing. And when the unrelenting fear over this mathematically obvious turn of events settles down,...
What No Bear Market Has Ever Managed to Do…
It seems like the weekends have been reduced from the two full days of my youth, down to about 16...
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....