Commentary

Technically Speaking: The Markets Next "Minsky Moment"

In this past weekend’s newsletter, I discussed the issue of the markets next “Minsky Moment.”

Commentary

Shortest Recession In History Sets Up Next Recession

It’s now official that the recession of 2020 was the shortest in history.

Commentary

Monetary Policy Is Not Expansionary

Monetary policy is not expansionary despite widespread belief otherwise.

Commentary

Knowledge Vs. Experience: Why Most Investors Wind Up Losing

Knowledge vs. experience. When it comes to investing, such is what separates long-term success from failure.

Commentary

Technically Speaking: Is The Retail Investor Rampage Over?

Is the retail investor rampage over?

Commentary

MacroView: Bond Yields Send An Economic Warning

Bond yields are sending an economic warning as this past week 10-year Treasury yields dropped back to 1.3%.

Commentary

Technically Speaking: Warnings From Behind The Curtain

“Warnings From Behind The Curtain” almost sounds like the title of a good “Cold War” fiction novel.

Commentary

Capitalism Does Not Equal Corporatism - Pt. 2

In Part-2 of “Capitalism” does not equal “Corporatism,” we delve into why bailouts support corporatism and how to fix the system.

Commentary

ESG Investing – The Great Wall Street Money Heist

Wall Street is once again in the midst of a “money heist” from naive investors.

Commentary

Technically Speaking: COT Report Shows Stage Set For Volatility

A couple of weeks ago, in “Warning Signs A Correction Is Ahead,” we said quite a few indicators set the stage for a pick-up in volatility.

Commentary

Technically Speaking: Slowly At First, Then All At Once

Bull markets always seem to end the same – slowly at first, then all at once.

Commentary

You Can’t Create Permanent Inflation From Artificial Growth

Much like Humpty Dumpty,” despite the Fed’s best efforts, you can’t create permanent inflation from artificial growth.

Commentary

Fed Starting Campaign To Taper Its Asset Purchases

Over the last couple of months, the Fed started its campaign to prepare markets for a “taper” of its asset purchases.

Commentary

Technically Speaking: Warning Signs A Correction Is Ahead

After a decent rally from the recent lows, there are multiple warning signs a correction approaches.

Commentary

Have Stocks Already Priced In The “Economic Boom?”

The media is buzzing with claims of an “Economic Boom” in 2021.