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Preparing For A Post-Election Unwind

In major cities across the US that have previously dealt with politically...

How Risk Is Shaping Up To Respond To Earnings and The Elections

There is a definitive argument to be made that the events of the past...

The Setup As We Head Into Elections, Earnings and The November FOMC

A reasonable investor would conclude that if the markets have been reluctant...

The Most Important Chart As We Enter A New Week

Just released the 488th Edition of Turning Points. A 17 page note with a...

The Current State Of Crypto

In this coming weekend's edition of Turning Points, the current state of...

The Splits

In this weekend's edition of Turning Points, the case was made for interest...