Today Was By No Means A Fluke For two months how I have been feverishly bullish on stocks, discussing new all-time highs by the middle of January in...
Tomorrow’s CPI Is Not So Cut And Dry Tomorrow's CPI is not so cut and dry. This isn't so much a contrarian view as it is a study of the dynamics taking...
Some Observations Numerous stats about the lack of broad market participation are making their rounds. What this tells us more than...
After Moving Through The Shock Stage, We Have Now Entered The Awe Stage Of The Rally It wasn't long ago that the thought of the S&P 500 at 5000 was a mere fantasy for investors. Bogged down by two...
Eye Off The Ball Close to two months ago while the S&P 500 was still in the 4500 range, I published a note titled Throw Your...
Throw Your 2021-2023 Playbook Out As We Have Entered A New Market Regime Not sure that most investors truly grasp what has occurred during the month of November. Crypto and gold are screaming...