2nd Quarter 2022

As time moves on, it seems that the themes we’ve been discussing keep unfolding as we suspected. Now we are seeing Central Bankers printing money again, the market rallying, and […]

KABOOM!!!! The 4th quarter showing nothing but a continuation of one of the greatest years in stock market history. For the quarter, the price change in the S&P 500 was […]

The 1st quarter of 2024 certainly didn’t follow historic trends and we think the market’s non-compliance with normal historical patterns will continue. We discuss these historical norms, A.I., and crypto […]

Finally this market pulled back. After a record setting run to the upside with almost no downside volatility post-election 2016, this market had a negative quarter. For the record, the […]

In the 4th quarter of 2018, we said; “I do truly believe when the dust settles a lot of these fears ruling the market today will turn out to be […]

In keeping with the theme of 2020, the 3rd quarter was a wild ride. The S&P 500 rallied about 14% in price during the first two months of the quarter […]