History Archive

Please Shoot Me On The Midnight Train To Georgia: Adventures In The Bubble

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The Most Overvalued Market In History, Mutual Fund Cash & Insider Buying, Inside Tuesday, KMX Earnings

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As Bullish As Bullish Gets, The Philosophical Foundation of Contrarianism & How It Applies Now, Case Study in Overvaluation: NKE

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The Whole World Is Breaking Out, The Two Perennial Investment Philosophies, Shorting Horses and Prospecting in Hell: Buffet at Sun Valley (July 1999), FDX Earnings

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Analyzing Tuesday & Previewing Wednesday, Russell Performance After +95% After 52 Week Low, Fund Manager Cash Hits 4% (BofA), Mega Caps Lagging

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Shades of 1999, Kids Drawing Lines

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Market Commentary, Extreme Sentiment & Breadth, Bitcoin $19k & a Shoutout to The Chart Report

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The Likely Narrative Through Year End, The Bear Market Rally of 1929-30, Historic Overvaluation

The vaccine announcement has given bullish investors a put option - Jim Paulsen, CIO, The Leuthold Group on "The Vaccine Put", quoted in Ben Levishon, Barron's, The Trader Column, November 21, 2020 For the last 6 weeks ...
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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 ...
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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 ...
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