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Category: Opinion

Macro Clouds

Lots of “bottom is in” calls these days after the 10%+ rally off of the December lows. I remain on the open minded train train awaiting for more evidence on the technical […]

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Caved

Of course Powell caved. Isn’t it obvious why? Home sales are dropping hard. Global growth is slowing hard. Financial conditions are tightening. Stock have been dropping. Never mind all the Fed Crying […]

Event Risk

Event risks are rare, but they can impact markets harshly. 9/11 being an obvious example. Unpredictable, unforeseen. “Stuff happens” Donald Rumsfeld once opined about events surrounding the Iraq war. But some event […]

Mind Blowing

We’re in one of the longest economic expansion cycles in history and nobody’s happy. It’s mind blowing. You’d think 2018 would have people dancing in the streets. 3.7% unemployment, record stock market […]