Sell Today? Risk Vs. FOMO
The market is downright bullish.  There is little reason to argue the point given the bullish trend since the December…
The market is downright bullish.  There is little reason to…
The “There Is No Recession In Sight” Chartbook
Yesterday, Michael Lebowitz wrote an interesting piece discussing the “yield curve” and the message it is sending. To wit: “Recently, Wall…
Yesterday, Michael Lebowitz wrote an interesting piece discussing the “yield…
Recession Risks Are Likely Higher Than You Think
It is often said that one should never discuss religion or politics as you are going to wind up offending…
It is often said that one should never discuss religion…
Stuck In The Middle With You
In this past weekend’s missive, we discussed the market stalling at the 200-dma. To wit: “We said then the most likely…
In this past weekend’s missive, we discussed the market stalling…
Did An Irresistible Force Meet An Immovable Object?
Since the day after Christmas, the markets have been in a surge very similar to what we saw in January…
Since the day after Christmas, the markets have been in…
Fed Kills the Bear…..For Now
It’s 4:40am on Friday morning and I am sitting in the airport waiting for my flight to Vancouver, B.C.  One…
It’s 4:40am on Friday morning and I am sitting in…
Bull Rallies & Market Tops
Last week, we discussed the fulfillment of our expectations for a bull rally. While the rally was attributed to the rather “dovish” stance taken…
Last week, we discussed the fulfillment of our expectations for a…
The New Year Starts with a Rally
Last week, I discussed the potential for a rally as we head into the New Year based on both the more extreme…
Last week, I discussed the potential for a rally as we head…
The Santa Rally Left Much To Be Desired
Over the last couple of weeks, I have been discussing the potential for an oversold bounce heading into the end…
Over the last couple of weeks, I have been discussing…