THE INTERNAL CONFLICTS FOR THE MARKET THAT LIE AHEAD This is one of the more difficult spots of the bull market to date given the various crosscurrents that exist. Let's...
HEDGE FUND DYSTOPIA There hasn't been a period of time since 2000 when the death of hedge funds hasn't been spoken about as being imminent...
TURNING SIDEWAYS Whereas the market environment of January and February was screaming market bottom as nearly every market pundit was...
FRONT RUNNING SELL IN MAY Sell in May and go away is a long lived axiom on Wall Street that encompasses investor skepticism regarding what are...
CLOSURE ON THE QUESTION OF WHETHER CARL ICAHN IS HAVING HIS BILL ACKMAN MOMENT In 2013 upon the public disclosure of a significant position in Apple shares by Carl Icahn I published an article...
THE ULTRA LONG-TERM PERSPECTIVE Let's put aside the the multi-month time frame for the market just for a second and focus on the really big picture....