In this week’s edition of Straight Talk Guy Adami, Dan Nathan and I are diving into the surprising jobs report, the hot topics of the widening wealth gap and social unrest, the […]
Straight Talk #5
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 […]
State of Markets
No new highs, no new lows, lots of chop and still no decisions on anything. New highs or not, trade deal or not, hard Brexit or not, the list goes on and […]
Decision Time
Well that was fun. Big nasty drop and a vicious rally back up. Standard script right? After all we’ve all become accustomed to drops not lasting more than a few hours or […]
Stalemate
Where is it? The great bull market? Where is the imminent great bear market? Fact is markets are in engaged in a big game of stalemate. Bulls keep buying every dip, but […]
The Bear Case
It’s a dirty job and someone has to do it. May as well be me and I’ll make the bear case here as difficult as it is. And I say difficult, because […]
Playing with Fire
This week’s renewed move above 3,000 on $SPX prompted victory laps by bulls as the multiple expansion program inspired by central bank intervention and trade optimism once again dominated the market action. […]
Hopium
The first round in the Thunderdome goes to bulls as another hopium based rally emerged driven by relief headlines. First on the news that Hong Kong tensions appeared to defuse and then […]
Trigger Warning
Every single dip was bought this week in anticipation of the Jay Powell speech and every technical signal was again ignored until it was too late when the triggers suddenly hit in […]
CONfidence
Markets are subject to a giant con game. The game of CONfidence. Confidence must be maintained under all circumstances or we’re heading into a global recession first and then a US recession […]
The Theme
In this weekend’s market update I want highlight a few observations that crystalize a theme that has emerged in this market: It keeps repeating key structures and patterns as it’s fighting a […]
