Shades of 1999, Kids Drawing Lines
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
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 that we’ll see an imminent…
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 Into Focus” (https://www.oaktreecapital.com/docs/default-source/memos/coming-into-focus.pdf), was one…
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 prior earnings and simultaneously are …
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 Hill that typically occur at…