Essentials

Powerful secular bull markets will always have a group of esoteric, less than understood assets that capture the...

The chorus of individuals who are in a state of speculative induced euphoria is growing louder. It is a chorus as loud...

You know the market has become a get what you want, free for fall when even the "me too" names are stuffing the...

I don't talk about our positions anymore. Well, scratch that. I do talk about our positions, but only in my monthly...

Of the literally thousands of data points available to investors in order to interpret the language of the markets, at...

It always seemed fairly obvious that the markets, for better or worse, would test the entire thesis behind all the...