Author Archive
-
Dec 30, 2024If it wasn't for you idiots, we wouldn't all be as wealthy as we are. -
Aug 26, 2024Nvidia is huge. -
Aug 26, 2024Imagine waking up every day trying to make up reasons for why it’s bearish when the Equally-weighted S&P500 is making new all-time highs? -
Aug 16, 2024Everybody's suddenly bearish -
Aug 6, 2024This is normal after a sentiment extreme -
Aug 1, 2024What's really driving markets.
-
Jul 29, 2024All week I had people telling me about the severe market correction that stocks were in. But as I went through all the stocks, I actually found that it was the exact opposite. -
Jul 16, 2024Remember when it wasn’t a bull market because small-caps weren’t participating? Well now what? -
Jul 10, 2024Have you heard that this bull market is only being driven by Large-cap Tech? -
Jul 8, 2024This is a bull market. -
Jun 7, 2024The 2 to 100 Club. -
Jun 3, 2024If you can't beat'em, join'em. -
May 28, 2024This isn’t your dad’s emerging markets. -
May 21, 2024Nashville is a bull market town. -
May 17, 2024Stock prices don’t go straight up, even during bull markets.
-
May 13, 2024Stocks have gone nowhere but things are starting to look up. -
May 9, 2024Argentina is leading since October. -
May 8, 2024Since the start of 2022, both of these Small-cap Indexes have actually produced a negative return. -
May 7, 2024It’s amazing what price action can do to change sentiment. -
Apr 30, 2024What you need to know is that the Yen is crashing. It’s been losing value relative to “things”. -
Apr 25, 2024Prices move based on positioning. When investors are primarily on one side of a market, the pendulum swings to the other extreme. -
Apr 25, 2024This is one of the biggest questions we want to ask ourselves right now. How many ounces of Silver does it take to buy just 1oz of Gold?
-
Apr 15, 2024This just in: It’s getting more expensive for people to get fat. While many investors are more confused than ever looking at “CPI”, whatever that is, the real... -
Apr 12, 2024They keep telling you that interest rates are going down. But interest rates keep going up. The US 10-year Yield and US 30-year Yields are hitting the highest levels since... -
Apr 9, 2024The most profitable part of a new market regime is how long it takes most investors to come around to it. -
Apr 4, 2024You didn’t fall for those lies about falling interest rates did you? -
Apr 1, 2024Gold just went out at a new all-time high, crude oil is rallying and metals are too. -
Mar 27, 2024That was the highest weekly close for the US Dollar Index since early November. -
Mar 20, 2024Interest rates and commodities are both headed higher.
-
Mar 19, 2024And the bond market rules all around me. -
Mar 18, 2024Are you prepared for a market environment where Commodities are ripping higher and stocks continue to struggle?
-
Mar 15, 2024In the latest example of, “This is not 2023”, take look at what Energy stocks have been doing. And I’m not talking about Coal and Uranium. Specifically, the Oil & Gas Services,... -
Mar 13, 2024Small caps are running in place.
-
Mar 7, 2024Look what happened to gold after an ETF was introduced. Look familiar? -
Mar 5, 2024Not sure if you got the memo, but this is still a Bull Market in stocks.
-
Feb 27, 2024Are you paying attention? This market is not like the one we were in back in November. Have you adapted to this environment? Or are you still doing the same things you were doing 3... -
Feb 23, 2024Invented by Charles Dow 140 years ago, it still works -
Feb 21, 2024As usual, the market is giving investors a set of mixed signals. -
Feb 16, 2024One of the things we’ve been monitoring closely over the past month is the new lows list. -
Feb 8, 2024Officiially, newsletter writers are the most bullish they’ve been since 2021. If you recall, most stocks had already peaked by then and shorting equities had already become the...
-
Feb 5, 2024Stocks move first, and then the indexes follow. It’s a market of stocks, remember? And while the S&P500 may have just had its 4th consecutive weekly gain of at least 1%, the stocks...
-
Feb 1, 2024I really like the risk vs reward from the short side here. -
Jan 31, 2024“It’s only Tech stocks that are driving this market” -
Jan 30, 2024We're already in a stealth correction.
-
Jan 17, 2024What to watch for. -
Jan 8, 2024Santa didn’t show up this year for his annual Santa Claus Rally. Historically, that usually precedes some underwhelming years for the S&P500. This is the first leg of the... -
Jan 5, 2024It’s a new year. But does that mean we need to see new trends? Well I think we’re definitely going to see new trends emerging. But I have a strong suspicion that a lot of... -
Jan 4, 2024While the trends for stocks and many other risk assets are certainly up, we want to be identifying what the market will have to do for us to position ourselves more defensively. -
Jan 2, 2024Not much changes in markets.
