“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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Central Bank Hubris
October 7, 2017
Before we get into this report, I want to formally state that I do think the market has quite a bit of room to run to the upside. However, I […]
Earnings Recession
June 6, 2016
As readers of my research know, I track actual earnings versus potential earnings of the S&P 500 with the potential earnings being derived from the nominal GDP figures. I put […]
Normalization
March 22, 2013
Over the past 8 years, we’ve seen the market go through many phases and in our newsletters and research reports we’ve named these cycles and market movements. Recently we’ve seen […]
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
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 […]