“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” Please click on the […]
Final Stages of a Bull
Since 2018 marks the 20th year of my professional money management career, it seems fitting that this could prove to be the time frame that the market cycle comes full […]
Central Bank Hubris
Central Bank Hubris
A Brave New World
Readers of my work know that I have been talking about A Brave New World in my quarterly reports. What I mean by this moniker of “A Brave New World” […]
Deja Vu All Over Again
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 […]
Earnings Recession
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 […]
2016–The Year Ahead
Prior to the beginning of a new calendar year, I try to get my ducks in a row for what might happen in the coming year. I find it helpful […]
The Whipsaw!!
The Whipsaw
Transition
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 […]
Market Outlook
Market Outlook