“To be at peace with your position in the Capital Markets, you must put in constant and diligent effort to comprehend what makes the markets move”
Read the full report: Liquidity
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Transition
March 24, 2015
In my opinion, “The Powers That Be” took actions to save the banking system. If any other benefits trickled down to the broader economy, including individuals, that was fine…but the […]
The Path to Reflexivity
July 21, 2013
I put out a report a few months ago entitled “Reflexivity.” I know most people don’t know what the heck that terms means, so here is a brief description of […]
The Whipsaw!!
August 3, 2015
Whew!!! That last few months have seen some crazy market movements…but yet, WE’VE GONE NOWHERE! Read the full report: The Whipsaw
Deja Vu All Over Again
November 22, 2016
As I was driving down the road yesterday and listening to Business Talk Radio, a commentator mentioned something that reminded me of a report I wrote in February of 2009 […]
Reflexivity
May 13, 2013
The other day, I’m having a conversation with a group of savvy and active investors and the topic of “What are you buying now?” comes up. I mentioned I liked […]
What’s Next?
November 15, 2023
We’ve had a lot thrown at us recently: two wars, inflation, high interest rates, a bear market, and now an election is on the horizon. What could be next for […]