Essentials

It was April of last year I began pounding the theme of Everything Has Changed In 2018 into the consciousness of...

I came into today a chest pounding, snarling bear emboldened by a combination of a substantially positive January...

It's not so much that I'm bearish. Call me skeptical. I was a maniacal, raging bull as we entered 2019. Since then,...

First, a little history to provide context. I presented this chart in January 2016, right around the lows that...

At the very core of my philosophy with respect to investing is that markets inherently push investors into terrible...

The general theme I attempted to convey more than any other during 2018 was that everything changed this year. In...