Aug 12, 2020
Investing In The Economy Of The Future
Self directed investors can outperform.
Aug 7, 2020
Those Great PMI Numbers Aren't That Great
PMIs measure the month to month change.
Aug 5, 2020
Gold Heading To $3,000
The gold move has been astounding but not surprising. In our book, the main driver of gold is the perception of the central bank's commitment to maintaining the purchasing power of...
Jul 22, 2020
When Will The Market Price In Biden't Tax Hike?
When will Mr. Market price in the reality of Biden's tax changes?
Jul 16, 2020
The COVID Economy In Suspended Animation
The U.S. economy is not real and in a current state of "suspended animation" The COVID rescue package has introduced significant distortions into the economy The "Corona...
Jul 2, 2020
Markets Have Jumped The Shark
Welcome to Twilight Zone. Nothing seems real anymore -- not the economy, not the markets, not the politics -- and it is increasingly difficult to distinguish the...
Jun 26, 2020
Market Begins To Internalize Reality
The financial media is beginning assign blame to the recent stock market weakness to the spike in COVID cases and the potential for a November Democratic sweep of the White House and...
Jun 17, 2020
The United Socialist States of America (USSA)
The United States is on the fast track to a Japanese style zombie economy
Jun 11, 2020
Why There's No Bears On Park Ave.
Bears can’t win the long-game, the probabilities are stacked against them as stocks (DJIA) have generated positive returns for almost 70 percent of the last 100 years
Jun 8, 2020
Chasing The FOMO Titanic Rally
This whole FOMO thingy is kind of perplexing to us.
May 28, 2020
Cue The Economic Recovery
The markets, or what's left of them, are starting to sniff out the economic recovery. We see this in one of the very few market signals we still have a modicum of onfidence in -- the...
May 22, 2020
Back To Basics: REITs 101
REITs can be an essential part of your portfolio.
May 19, 2020
The Battle Over Re-Opening Needs Some Empathy
Empathy - the psychological identification with or vicarious experiencing of the feelings, thoughts, or attitudes of another.
Apr 21, 2020
The Overvalued & Top Heavy U.S. Stock Market
Caveat freaking emptor.
Apr 10, 2020
"A Full Blown Soviet Sausage Factory"
The Fed announced it is bailing out junk bonds today, Wall Street has now morphed into a full-blown "Soviet Sausage Factory."
Apr 7, 2020
A Classic Bear Market Bounce
Big move today in stocks with the S&P500 closing up 7.03 percent. We are so glad we are out of the market. We believe stocks are now in phase two of a vicious bear market, where...
Apr 3, 2020
A Long Way Down To Value
Stocks would have to fall another 40% to reach prior bear market valuation lows.
Mar 25, 2020
The Fed's effective nationalization of the financial markets in the past week has spiked gold prices. It does appear the first phase of the bear market and bursting of multiple...
Mar 19, 2020
A Long Way To The Bottom For Stocks
Based on the both historic price action of the two financial bubbles that have burst in the past twenty years and our favorite valuation metric -- Market Capitalization-to-GDP or the...
Mar 16, 2020
No Time For A Victory Lap
President Trump shouldn't be taking any victory laps for Friday's rally.
Mar 13, 2020
Trump Must Abandon The Stock Market To Save It
No bottom in stocks or the economy until the test kits are ubiquitous. We believe markets want an aggressive plan and action to treat the disease rather than focusing on...
Mar 9, 2020
Are Falling Crude Prices Deflation?
The Saudi-Russian Oil War is going to set the deflationistas hair on fire. What is wrong with the relative price of oil collapsing? A big flop in the price of a headline commodity...
Feb 24, 2020
Why We're Big Fans Of Johnny Cash
It's time to sit on the beach and count cash.
Feb 14, 2020
Why The Millennials Feel The Bern
This is the clash of generations
Jan 27, 2020
Keep On Rockin' In The Free World
No warning on earth can save people determined to grow suddenly rich. – Lord Overstone
Jan 22, 2020
The Black Swan Of 2020
The surprising outcome of the 2020 presidential election may be, OK, Boomer.
Jan 16, 2020
Stocks Get Vertical & Vertigo
It's a very mean regression to the mean from here.
Jan 14, 2020
U.S. Treasury Borrowing & QE Forever
Washington has thrown all semblance of budget discipline to the wind.
Jan 10, 2020
Inflation, Minimum Wages, Suicide, & Karl Marx
Is the rise of the global populism the result of a mismeasurement of inflation?
Jan 3, 2020
Creative Destruction 3.0 Meets Roaring '20s 2.0
We are 100 percent for all the economic cleansing, efficiencies, and advances that creative destruction and technology brings.
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