Essentials

In order to understand the current market framework, an investor must disavow a handful of consensus opinions that are...

The only thing that mattered in 2019 was that the markets were intent on crucifying anyone who didn't fall in line...

As a method of analysis, the measurement of expectation versus actuality is rarely mentioned. It is, however, an...

In the midst of the endless volumes of erroneous data investors have been fed in 2019, there is but one piece of data...

Everyone gets it. Simultaneously, miraculously and lacking any grace whatsoever, the investment community has embraced...

We're all playing a game here. It's a game that involves multiple levels and nuances that none of us can quite grasp...