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Category: Opinion

QE Infinity

It’s finally official. QE Infinity is here, so announced today by Mario Draghi at his final press conference as the head of the ECB. Not only QE, but also joining Turkey and […]

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Risk

Do investors recognize how much risk they’re taking on at this stage in markets? I think it’s a highly relevant question as things may not be as well as they seem. On […]

Do Not Mix

A couple market lessons from history perhaps worth considering for both bulls and bears. I’m an analytical soul. Data and facts matter to me. But clearly they don’t blend well in our […]

Curveball

If you went panic chasing into stocks following Jay Powell’s ‘ready to act’ speech on June 4 on the expectation for imminent rate cuts you just got thrown a curveball: Economic data […]