Everything Bubble Archive

WDAY Earnings, Extremely Bullish Seasonality Through Year End, To Short Or Not To Short

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Posted by Greg Feirman  ·  No Comments »

#NailedIt @AndrewThrasher, IWM & EWJ Year End Trade Plan, NVDA Earnings

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

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

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

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 »