Game over. The grand central bank experiment of the last 10 years has ended in utter and complete failure. The games of cheap money and constant intervention that have brought you record […]
Game Over
Bull Market Requiem
A bull market requiem: Following the financial crisis the world needed coordinated structural solutions (and those would be hard requiring tough choices). Instead what the world got was coordinated central bank intervention […]
Fed Watch
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 […]
Pushing People
Every once in a while you get a nugget of truth in our noise filled world. And when you do you have to cherish it. Like a prized possession. In the real […]
One Way
The Altar of FOMO
Retail investors are worshipping at the altar of FOMO (fear of missing out). It may prove to be a painful experience. Never before has retail gotten this aggressively exposed to stocks. Just […]
Targeting
The Carrot Top
No period is worse for bears than when it’s the best time to sell stocks. It’s the polar opposite of when conditions are worst for bulls, right when it’s the best time […]
The Deflating Rally
Record prices continue to be printed on US indices as the global multiple expansion on the heels of still ongoing record central bank intervention has yet to slow down in a significant […]
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Liquidity Wave
Put this in the category of trying to keep things real: Congrats. Mission accomplished. As of last night we’re in the market period with the longest time period without even a 3% pullback. […]
Hammer Time
