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 […]


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, […]


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 […]