“Buy every dip” they told you all summer. Bull after bull came out and told people to buy the dip. That worked well, no really, it worked. The move to new highs […]
Here’s my challenge: Drop 20 pounds by the end of the year and I encourage anyone interested to join me and follow my journey here as I’ll be documenting my process and […]
Don’t shoot the messenger: The next recession is unavoidable and is programmed into everything we see right now. In fact, recent tax cuts may end up being the trigger of this next […]
Hey guys, Mella here: Technical analyst. What a load of hocus pocus. One can draw trend lines anywhere, or at least that’s what I get told by many tweeters. A horse is […]
My take: Consumer debt is a massive problem. There are people that don’t see it that way. I think that’s a mistake and I’ll outline my case here with some charts/thoughts and […]
Oh I love Fed chatter. Always provides an opportunity to read between the lines. Fed minutes aside what do you really think? Here’s a string of headlines that came across today, and […]
Many times people’s eyes glaze over when it comes to macro analysis and I get it. Macro analysis is by definition: Macro. It’s like watching a glacier melt and it only becomes […]
Ask yourself seriously: Is it reasonable for your kid or anyone’s kid to be shot and killed? Is it reasonable for innocent people go to concerts, movies, their workplace or anywhere and […]
The macro premise remains simple and I’ve written about this a lot: The US is drowning in debt and as long as rates are low it’s all fun and giggles, but there […]
Have they all lost their collective minds? Look I get that some people are leaning Democrat versus Republican and vice versa and that’s fine, but what exactly are voters getting? If, on […]
When police try to solve a crime one of the key tasks is to determine who benefits from the crime. The beneficiary of a crime is not necessarily the perpetrator, but motive […]
The post below is an excerpt of notes Mella sent to clients this week. I think it’s too good not to share: Some observations on the recent market action. What defines a […]
