Late Stage Parabolic Tech Bubble
What we are watching in real-time is another generation of young investors (and many old, who should know better) about to get wiped out...
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Category Posts
Jan 241 min read
Morning Market Review: Jan. 24th, 2024
Headline of the day: "Investors are chasing the strong returns. They poured about $4 billion into tech funds over the two weeks that...
Jan 231 min read
Closing Market Review: Jan. 23rd, 2024
As of yesterday's close the Nasdaq had its third confirmed Hindenburg Omen - the most since November 2021. Last night I created a...
Jan 231 min read
Morning Market Review: Jan. 23rd, 2024
Overnight, the BOJ pleased the bulls by keeping short-term rates unchanged. For now, the spigot remains wide open. Which begs the...
Jan 221 min read
Market Review: January 22nd, 2024
Two Hindenburg Omens on the Nasdaq so far in 2024 and possibly another one today. The Hindenburg Omen is triggered when there are large...
Jan 222 min read
Central Bank Extravaganza
The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...
Jan 221 min read
Morning Market Review: January 22nd, 2024
Fresh new S&P 500 highs at the open. Still as yet unconfirmed by the equal weight S&P 500, NYSE Composite and the Nasdaq Composite. It's...
Jan 211 min read
Market Week Ahead Jan. 22 - Jan. 26
Monday Tuesday BOJ Rate decision Netflix earnings Wednesday U.S. GDP Bank of Canada rate decision Tesla earnings Thursday ECB Rate...
Jan 192 min read
MISSION ACCOMPLISHED
This is the closing report for the week ending January 19th, 2024 It was a huge week for risk appetite. The annual Davos confab came and...
Jan 191 min read
Chart Of The Week: Jan. 19th, 2024
While the bifurcation between Tech and everything else grew in the U.S., the bifurcation between China and the rest of the world grew as...
Jan 191 min read
Consumer Sentiment Boom And Bust 3.0
"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...
Jan 191 min read
Morning Review: January 19th, 2024
Morning Report for Friday January 19th, 2024 Market summary: Another day, another bifurcated melt-up. The "market" is simultaneously...
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