market cycles

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Back to basics

First things first: I was booked to be on BNN’s MarketCall show on Friday May 8th. Like all of the […]

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Skeptic

As I age, I become more of a skeptic. As Canadian rock group Rush once sang in their hit “Tom […]

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Another collage of insights, opinions, and ponderings

I’m not very confident in the complete accuracy of any analysis out there, including my own. How’s that for a […]

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Just another ending of the world

For fun, here is a summary of news headlines from the past couple of weeks as market literally went up, […]

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Learning to walk

A reader sent me an email recently asking about a chart I had posted on a blog many months ago. […]

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Value vs. Momentum

Money seems to be moving into value, and away from momentum. You’ll recall my last blog where I noted that […]

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Will the FANG’s roll over?

Markets often enter corrective phases as former leaders roll over, and new leaders take their place. Rotation is a healthy […]

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One with the market

“It’s easier to fool people than to convince them they’ve been fooled.” Mark Twain   At this point, a lot […]

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The game plan

The following is a reprint from a  client update we just sent. I thought it would be of use to […]

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The long and short of it all

Today I’d like to review the longer (macro) termed outlook via a current reading of my Bear-o-meter. I’ll re-post a […]

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