The global economic landscape remains weak yet there appears to be no concern on the side of bulls and investors alike, so firm is the belief that the earnings recession that is […]
After 8 weeks of non stop rallying the bear mocking is back which is ironic. Why? Well, because bears are right. About what? Well, everything. Yes stock markets have been screaming higher […]
Warning. Rant Alert: The global central bank easy money experiment has failed and it is past time that central bankers stopped bullshitting us and just admitted it. Europe is about to enter […]
Something doesn’t add up and it smells. If you read Fool me Twice you’ve probably sensed that I’m not all that convinced by the “there won’t be a recession” line of argument. […]
There’s no risk of a recession. Everybody says so. Fed Chair Jay Powell says so. Mario Draghi says so. The IMF says so. There seems to be a lot of coordinated certainty […]
As with many terminal patients the initial hope is that aggressive treatment would work and cure the patient. But when the one time emergency round of drugs didn’t cure the patient additional […]
James Madison: “We are free today substantially but the day will come when our Republic will be an impossibility. It will be an impossibility because wealth will be concentrated in the hands of […]
Will dovish central bankers trump fundamentals? Do fundamentals actually matter? Answers to these questions will decide the direction of the larger price range in 2019. What have we learned over the past […]
Complacency is back and comes in the form of recession denial in the face of global slowing data. We didn’t see the slowdown coming but we are confident it will not produce […]
The current government shutdown (the longest in history) comes with a hidden revelation: Millions of Americans are financially unprepared for the next economic downturn. Worse, they are highly vulnerable with few protections. […]
Lots of “bottom is in” calls these days after the 10%+ rally off of the December lows. I remain on the open minded train train awaiting for more evidence on the technical […]
For years critics of central bank policy have been dismissed as negative nellies, but the ugly truth is staring us all in the face: Market advances remain a game of artificial liquidity […]
