The Whipsaw!!

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 […]

Given that our current market has appreciated over 100% from the lows it made in early 2009, I wanted to reach out to clients to discuss the history of previous […]

Over the last 5 years, we’ve seen an incredible rise in the value of stock market assets. Below is a table showing the year by year returns of the S&P […]

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 […]

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 […]

I have a macro-model that I use to gauge where the market is in relation to where is should be. One of the first steps in the process of understanding […]