Today’s Selloff, Election Angst and What To Expect Into Year End
You know that scene where a large tree stump gets shoved into the wood chipper and a mess of unrecognizable wood chips...
Essentials
One Single Sentence To Sum Up The Bullish Thesis Into Year End
To isolate this market into any box that resembles any correlation to the past is folly to the highest degree. In...
Portfolio Update: What Next?
In the perpetual, everlasting saga of of the equity markets adaptation is a key trait that often gets glossed over by...
Complacency Not Allowed, Some Creeping Cause For Concern
After pulling in a 13% gain to start August, putting us up close to 90% year to date (gross return), there was little...
A Confluence Of Overreaction That Only Has One Possible Outcome
In early May I published a note titled "Investors Should Stay For The Crescendo To Come." Quoting now from that May...
A Different Market Reality Than Expected Has Become Apparent, But It Comes With A Price.
The current market environment has been beyond expectations and precedent since this rally kicked off in March. Given...