The past two months has been a showdown between the real economy vs the Fed. So far, the Fed is winning. Are there any good reasons to expect that will change in the near term?
The Stock Market Is Never Wrong
The stock market is never wrong…or right. those terms apply only to our expectations
Nothing Changes Sentiment Like Price
Nothing, nothing, NOTHING changes sentiment like price. How do we know this? Consider all the of the conversations currently around the possibility that the Fed and Treasury, in the space of 6 weeks, have KO’d the recession. V-shaped recovery baby. I GUARANTEE you we would not be having these conversations if the S&P 500 was […]
Records Broken. Stock Market Broken?
Amid huge volatility, records have been broken in the stock market over the past couple of weeks. Is this a buying opportunity or is there more pain ahead?
Hold My Corona…
“Is the selling over?” This is a question nobody can answer with any certainty. But in financial markets we are only ever dealing with probabilities, never certainties. And from my viewpoint, the probabilities strongly favour at least a short-term bounce from here.
The Stock Market In 2019 Will Require A Different Approach
Trading a bear market isn’t just simply doing the opposite of what you would do in a bull market because the personality of the market is so different.
Don’t Get Too Bearish On Stocks Just Yet
The stock market feels pretty scary tight now and there are meny calling for worse to come. I explain here why this is not the time to get bearish on stocks
Mid-Week Market Update
We had another pretty crazy session on Wall St on Tuesday. I know there’s a lot of fear and uncertainty out there so I wanted to provide you with a quick market update on how I’m seeing things.