Bullish With A Caveat Thus far during March, I haven't been shy about expressing my bullish feelings about how this final month of Q1 will...
A Game Of Unintended Consequences It was April of last year I began pounding the theme of Everything Has Changed In 2018 into the consciousness of...
Tucking Tail and Running Post-Fed I came into today a chest pounding, snarling bear emboldened by a combination of a substantially positive January...
Time To Rotate Em’ It's not so much that I'm bearish. Call me skeptical. I was a maniacal, raging bull as we entered 2019. Since then,...
A Little Market Statistic First, a little history to provide context. I presented this chart in January 2016, right around the lows that...
A Portfolio Update: Getting Longer At the very core of my philosophy with respect to investing is that markets inherently push investors into terrible...