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Category: Opinion

Crisis

We’re in the middle of an existential crisis. We must be. That’s what central bank policies are telling us. After all the ECB cut rates to the lowest ever with its balance […]

Trigger

Risk happens fast, especially when markets run on hopium with extended valuations. Whether today’s news headlines suggestive that Democrats may be opening an impeachment inquiry into President Trump will be a trigger […]

Risk

Do investors recognize how much risk they’re taking on at this stage in markets? I think it’s a highly relevant question as things may not be as well as they seem. On […]

Do Not Mix

A couple market lessons from history perhaps worth considering for both bulls and bears. I’m an analytical soul. Data and facts matter to me. But clearly they don’t blend well in our […]