Since 2008 central banks have intervened in global financial markets in one form or another, primarily via low/zero/negative interest rates, but also with various, repetitive and ongoing quantitative easing programs. It’s 2017 […]
As markets have reached my upper market risk price zone (see also: Playing with Fire & The Final Wave) I wanted to share some larger structural observations with readers. Note the backdrop of […]
Look, who doesn’t like tax cuts? You get more money in your pocket and you spend more, that’s the premise after all. So it all sounds good on paper, especially when there’s […]
You can’t see the bombs, you can’t see the casualties, and you can’t see the headlines, but World War III is already in full progress. And no, I’m not talking North Korea, […]
Emma Morano died yesterday. Over 7.5 billion people currently alive on this planet didn’t know her at all. At the end she was a historical curiosity as she was the last remaining person […]
American voters got suckered again. Whether they voted for Republicans or Democrats. Doesn’t matter. The result is the same as it always is. Right after the election in “America’s Dirty Little Secret” […]
America is drowning in political bullshit and drama and it’s tearing the country apart, indeed it’s rendering the country ungovernable, serving to transfer the country’s assets from the many to the few. Don’t feign surprise now, it’s […]
Just before the US election I wrote an article musing about this bull market being a myth and promptly markets dropped lock limit down on the night of the election below November 2014 highs. It […]
Our country, whether people are willing to admit it or not, has deep structural problems that require deep thinking and broad support to solve them. For decades both parties have presided over […]
I have no idea if, or in what form, the new healthcare bill will pass, or if whatever passes will make it through the Senate. But whatever ultimately gets passed I think […]
Political analysis in context of markets is always difficult and fraught with interpretation issues especially as everyone has their own lens of things and the current political climate is highly tense and extremely […]
Markets have been on a tear since election night. The principle reason: The perceived notion of another set of stimulus packages hitting markets during the next presidency. Specifically the notions of corporate […]
