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 […]
You’d think a guy like me who’s been outlining danger signs in these markets would take pleasure in seeing the market carnage yesterday. But I’m not. Far from it. I hate crashes. […]
