Insights
Confusing New Bases with Market Tops
Here we are looking in on the end of the first month of the summer haze. The charts below will...
What About What ISN’T Happening?
I find myself somewhat mesmerized by the media’s efforts to constantly keep us on edge. The headlines about the virus,...
Hell is Thawing
Even as the underlying economic data continues to improve from the previous "hell just froze over” levels, the fear in...
Optimists avoid hangovers
“Capitalism has not proved as flexible as it was supposed to be. Governments have not been all-wise or far-seeing. Life...
Learning to Think Beyond Today
Let’s think about the global shutdown, and the shortest bear market on record (33 days) that it created. No one...
Is the End Now Nigher than Nigh?
Well, that was ugly… Last week’s markets opted to apex into a nadir, so to speak. Was it the end...
The Good News? Investor Sentiment Still Stinks!
The bears are awake again. In time, I am afraid we are going to find that we were all over-looking...
Who’s Picking up the Covid Cheque?
We’ve just lived through the shortest bear market on record. It lasted just 33 days. For most, the losses of...
Would You Have Welcomed The 2008-09 Recession If You Had Known
Let’s start with investor sentiment. There are still more bears than bulls. And 65% don't like the market, while only...
The Tough Lessons Learned in Dark Times
"Courage is being scared to death – and saddling up anyway." – John Wayne I would highly recommend no one...
Good Companies Use Debacles to Get Better at Everything
Short-term headline addicts will see the endless commentary on the disruption happening throughout the world as negative and scary. Long-term...