Jul 113 min readThe Pivotal MomentThe moment that investors have been waiting for all year has arrived... An imploding jobs market. Sometimes I wonder, am I bullish or...
May 13 min readA.I. = Asset InflationIt's fitting that the A.I. Tech echo bubble is coming at the end of the asset super bubble that began in the depths of 2009. Which is why...
Jan 282 min readFOMC PreviewBelow I will discuss the various factors that will weigh on the Fed decision this week. First, we begin with the bull case: "Ned Davis...
Jan 162 min readWeek 2: Earnings UpdateAccording to this article today in the Wall Street Journal, the earnings recession is behind us now. That fact, coupled with declining...
Jan 151 min readStocks Are 2007 Level OvervaluedIf as so many pundits believe, the Fed is going to imminently ease then that would mean stocks are 2007 level overvalued relative to...