Oh dear, the Fed has a problem. It’s one thing to deny a bubble when it’s only cranks like me on Twitter pointing out the unfolding market distortions. Yet bubble talk is […]

Record market prices again on Inauguration day as equities continue on the Stretched path. In a world that is uniformly bullish oriented in the firm belief ( and so far correct belief) […]

I’ve been saying it for a while: The extremes are becoming ever more extreme, to the upside as well as to the downside. Last year I kept highlighting multiple warning signs in […]

Who’s ready for a total freak show? Buckle in for I came across something interesting putting a couple of pieces of the market puzzle together. In The Alternative View I outlined some […]

As promised some views and chart perspectives on the upcoming year of 2021. I’m titling this 2021: The Alternative View simply because Wall Street consensus is again entirely bullish for 2021 driven […]

If you thought fundamentals, valuations and earnings growth matter the joke is on you. In 2020 central banks have managed to do the unthinkable: Not only once again save investors from any […]

I’m not a currency trader, but like it or not we are all currency traders now as the movements of the dollar and equities are tightly linked. Dollar up, markets down and […]

Now that Bitcoin has hit the wall of previous highs perhaps time for another technical update. And before you @ me accusing me of being just another naysayer or bear a quick […]

I got a mystery for you, cause who doesn’t love a good mystery. Record inflows. Week after week, record tech inflows, all year long. Almost daily we get headlines about money coming […]

As $SPX is trying for a new high here and $ES futures are retesting the highs from November 9th I thought I may chime in with a few thoughts here. Firstly, in […]

I wanted to offer some thoughts on Gold on this Thanksgiving weekend as Gold has reached a key price pivot and has seen sizable selling in recent weeks as the rest of […]

Four vaccine announcements. Janet Yellen to the Treasury. Donald Trump opening the path to a transition. Fed and ECB signaling more stimulus to come and yet, no new highs on $SPX and […]