Well, they’ve done it again. The Fed has once again managed to erase the larger market pain. This time it was not the standard correction that was erased, this time they erased […]
Breaking Bad
Straight Talk #3
Another week another Fed save as Jay Powell’s 60 minute interview aborted the market weakness from the week before resuming in a weekly market gap up which was further fueled by yet […]
Straight Talk #2
First off a big thank you to everyone watching last week’s debut of our webinars. We didn’t know what to expect, but we felt the issues we highlighted deserved a deeper look, […]
Straight Talk
We live through very unique times, not only because of the shock of the coronavirus that recently hit the world unexpectedly, but also because of large complex structural issues that have been […]
Broken System
The Fed poisons everything, and I mean everything. From markets, the economy, and I will even go as far as politics. Sounds far fetched? Let me make my case below. But as […]
Tough Decisions Ahead
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 […]
Nobody Knows Anything
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 […]
The Battle
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 Big Picture
We’re in the midst of the most volatile market environment in our lifetimes. Even more so than 2008. The daily noise is incredible, with headlines nonstop and wild price movements every hour […]
The Lesson
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 […]
Fed Panic Attack
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 […]
Keep Calm
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 […]
