I had a lot of time away from screens this weekend which is probably a good thing. Always good to get to step away and get a different perspective away from the […]

The more I read and observe the clearer the message: Nobody knows anything. And by that I mean nobody truly knows how any of this will turn out and I think this point […]

Lots of proclamations and predictions out there. Lots of certitude expressed at a time of the greatest uncertainty. My take here: Everybody calm themselves on making predictions especially considering most never saw […]

The lesson of it all? The lesson is that lessons are not being learned. Of course the human species has an ingrained problem: We are all born with a blank sheet and […]

Nothing speaks of panic more than a gamble doubling down after a losing trade. And that’s what the Fe dis doing here. After seeing their emergency rate cut of 50bp going over […]

Some thoughts on the current market situation: Awe-inspiring volatility in markets these days and headlines keep coming non stop. It’s heaven for fans of volatility and action, but it’s also a very […]

How much pain are they willing or can they afford to take? The answer: Virtually none. The economy is not the stock market, but the stock market is the economy. Or rather […]

In life you can always tell when someone has something to hide by the way they try to avoid answering a direct question, when they dance, skirt and try to dodge the […]

The recognition that this market is in a bubble (something I’ve been writing about extensively) has gone mainstream and banks are recognizing is now too. This week JP Morgan’s Kolonavic is also […]

We’re all frogs getting our perception of reality boiled in the pot of price perversion central banks have unleashed on the world. A tragicomedy of epic proportions continues to unfold in front […]