Everything Bubble Archive
WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short
November 20, 2020 · Category: Books, Business and Investment Philosophy, Coronavirus, Everything Bubble, Federal Reserve, Fundamental Analysis, Gold, Seasonality, Short Selling, Technical Analysis
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Posted by Greg Feirman · No Comments »
#NailedIt @AndrewThrasher, IWM & EWJ Year End Trade Plan, NVDA Earnings
November 19, 2020 · Category: Coronavirus, Everything Bubble, Fundamental Analysis, Japan, Market Commentary, Stocks, Technical Analysis
Making short term market forecasts is extremely dicey but I have a roadmap into year end. With 6 data light weeks left in the year after this week, two of them holiday shortened, I believe ...
Posted by Greg Feirman · No Comments »
The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
October 14, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Government, History, Howard Marks, Inflation, Interest Rates, Macro Economics, Market Commentary, Short Selling, Stocks, The Big 5
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
Posted by Greg Feirman · No Comments »
The Great Disconnect and The Fed Put
June 25, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Gold, History, Inflation, Macro Economics, Market Commentary, Real Estate, Sentiment Analysis, Stocks
Everyone can see and feel that this is different and can sense the bizarre nature of the market response: we are in the top 10% of historical price earnings ratios for the S&P on ...
Posted by Greg Feirman · No Comments »
America on the Brink
June 4, 2020 · Category: China, Coronavirus, Everything Bubble, Macro Economics, Market Commentary, Politics, Race Riots, Sentiment Analysis, Top Gun Financial Planning
George Floyd died at a moment of extreme dysfunction in American political life. Relations are so poisonous and so polarized between the parties that we are not seeing the kind of bipartisan meetings on Capitol ...
Posted by Greg Feirman · No Comments »
