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Category: Opinion

Intervention

The Fed has gone into full intervention mode. Not only into full intervention mode, but accelerated intervention mode. Not just a little “mid cycle adjustment” but full bore daily interventions to the […]

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Crisis

We’re in the middle of an existential crisis. We must be. That’s what central bank policies are telling us. After all the ECB cut rates to the lowest ever with its balance […]

Trigger

Risk happens fast, especially when markets run on hopium with extended valuations. Whether today’s news headlines suggestive that Democrats may be opening an impeachment inquiry into President Trump will be a trigger […]

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 […]