Essentials

Some thoughts: Bear market bounces typically provide enough cover for the liquidity needed so that those who want to...

Everything changed in 2018. It's a theme I have been pounding the table on almost all year. The acceleration of QT...

Being long the US Dollar is the cool trade among fund managers according to the most recent BAML survey of fund...

I'm bullish on metals. It's like a dark confession as an investment manager to admit that you have developed a...

There is distribution taking place in literally every sector. It's in your face, intentionally malevolent,...

The technical damage taking place in the current market environment is so extensive and pronounced that rallies are...