Category Posts

In markets as in real life, the crazier things get the more human beings attempt to "normalize" absurdity. It's a form of mental defense...

When Nassim Taleb coined "The Black Swan Event" he did Wall Street a huge favour - He gave them plausible deniability to ignore all risk...

This is the morning report for March 1st, 2024. From Barron's this morning: Stocks Are Ignoring The Fed: AI Is A High Risk Catalyst "The...

This is the monthly market report for February 2024. This is all an experiment in maximum financial idiocy. The results of which are TBD....

As I said on Wednesday, this casino is on fire. For some reason, markets simmered in January and then went parabolic in February. Nvidia...

This is a special report ahead of the PCE inflation report tomorrow (Thursday). The animal spirits are running hot right now ahead of the...

These were two headlines one after the other this morning on Marketwatch: There's a point at which the financial media's desire to pander...

Over the weekend Warren Buffett remarked that markets were increasingly resembling a casino. He came up with several different plausible...

Following last week's Nvidia-driven gap run, this week has been a very boring market. Both volume and volatility have collapsed. As I...

For a change from the usual routine this morning, I'm going to give an update on the seven mega cap Tech stocks that were dubbed "The...

It was a boring day on the markets so I was perusing some of my Fed (FRED) database charts and noticed that consumer delinquencies have...