Insights
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,...
How People Act With Money
As 2019 unfolds, the media and market chatter will be spread across a number of assumed risks, including: The endless...
The Joy of Panicked Minds
In the latter stages of 2018, folks blamed the US Federal Reserve for scaring investors into a chain reaction of...
It’s Just a Question of Time…
Time is one of the most difficult things to deal with when markets are under stress. It seems to evaporate...
When Market Corrections Bring Massive Benefit
I have a strong hunch that most readers right now like stocks a lot less than they did a year...