Insights
Abandon Political Correctness, All Ye Who Enter…
Despite all the media palava and horror headlines, after a near record-setting period of low / no volatility, the last...
The Bulls Have Left the Building
It took bull market sentiment three years to get here, and only three weeks to go back into hiding. March...
We Won’t Get Fooled Again
The good news is that almost everything is bad news once again. Interest rates, Trump, corporate earnings, Trump, trade wars,...
Fascinated by Fear & Greed
So here we are, approaching the tail-end of the latest earnings season, and I think too many folks out there...
The ABCs of Market Emotion
Might that I had 100 years left to watch what is coming at us unfold. I look at my son...
The Value of Market Panic
What a difference 10 days make, eh? Investors have certainly ridden a market sentiment rollercoaster of late. And, it seems,...
The Ghost in the Bull Market Machine
There are literally hundreds of reasons that are now being created for why the market is falling back a bit....
Market Apocalypse or Badly Needed Pause?
This is the question on everyone’s lips after our nigh on nine year bull market shuffle: Is this "it"? Has...
Boomer’s Boom Turns Millennial
Global economic activity is accelerating across the board. In fact, just last week, the IMF once again raised their growth...
The Market Footprints of Fear
Well, it’s never boring. And I can tell you that, as I enter my 36th year in this business, the...
The Largest Market Bubble Since 2009
We’ve been wrong. Dead wrong. The pace of earnings dropping to the bottom line is happening far faster than even...