Category: Market Analysis

A Mystery

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 […]

Blow Off

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 […]

ALL IN

Ah it’s that time of the year again. Everybody is piling into stocks. Valuations who cares. It’s the end of year seasonality when stocks always go up, the Fed has our back, […]

Binary

Markets are faced with a multitude of binary events in the next few weeks all of which could have a positive or negative impact on markets. Examples abound: Either there is a […]