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The Pivotal Moment
The moment that investors have been waiting for all year has arrived... An imploding jobs market. Sometimes I wonder, am I bullish or...
Jul 11, 20243 min read

A.I. = Asset Inflation
It'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...
May 1, 20243 min read

FOMC Preview
Below 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 28, 20242 min read

Week 2: Earnings Update
According to this article today in the Wall Street Journal, the earnings recession is behind us now. That fact, coupled with declining...
Jan 16, 20242 min read

Stocks Are 2007 Level Overvalued
If as so many pundits believe, the Fed is going to imminently ease then that would mean stocks are 2007 level overvalued relative to...
Jan 15, 20241 min read

First Blog Post
This is a test blog post for the new web site.
Jan 14, 20241 min read
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