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 […]
In lieu of my weekly technical update this opinion piece instead: The free money whores are back again. Harsh? Perhaps. Untrue? Not really. As I’ve stated before our market system is broken, […]
It’s all in the open now. Front and center. The new global easing cycle has begun before the last one ended. Jay Powell’s ready to act speech on June 4th. On June […]
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 […]
I can’t emphasize this point enough: The fact that central banks are about to embark on a new easing cycle, here and now, represents a global fail of epic proportions the magnitude […]
Game over. The grand central bank experiment of the last 10 years has ended in utter and complete failure. The games of cheap money and constant intervention that have brought you record […]
Please don’t anybody act surprised by today’s rally. We were oversold, we hit key technical pivots and a bounce was due, but the trigger was well advertised in advance. 13 Fed speakers […]
Mr. Trump just opened a new tariff front with a 5% tariff threat on Mexico by June 10th with a threat to escalate it to 25% by October 1: “Tariffs will be […]
Remember all that talk of optimism in Q1 and into April? It came easy after markets rallied hard following the Fed caving. The Q1 slowdown was just temporary, it’s going to be […]
Did the US just lose the trade war? It seems like a ludicrous question to ask at this time as the US just raised tariffs on China to increase pressure on the […]
With 2 tweets China’s tech indices were sent down 8% in overnight. The tweets I’m of course talking about are Donald Trump’s tweets threatening to raise tariffs on China this coming Friday. […]
Occam’s Razor: The simplest explanation is often the best explanation. In this case: The Fed panicked in December and by caving to markets reignited the bubble in a major way and now […]
