Inflation Archive

“The Biggest Consensus In History”, DRI Earnings & The Coronavirus Surge, The Economics of the $ Crash, Carpe Diem

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Market Commentary, KR DOCU & ULTA Earnings, The $ Is Breaking Down

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S&P Resolves “Dueling Tails” To The Upside, The Point of Maximum Optimism II, The Economics of the $ Breakdown, CRM Earnings

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Small Cap Mania, Extreme Bullishness, The $ At Support

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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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Rethinking My S&P Price Target Under Civilizational Breakdown

The more I think about, the more inclined I am to think that we are heading for Civilization Breakdown, due to the collapse of the dollar as a medium of exchange, like Germany in the ...
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The Possibility of Civilizational Breakdown

Sent to Client Note List members Wednesday 3/18/20 at 8:35pm PST: 14 months ago (Jan 2019) in my Client Note "The Everything Bubble And The Second Great Depression" (https://www.topgunfp.com/the-everything-bubble-and-the-second-great-depression/), I laid out my case for what ...
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Top Gun FP Client Note: A Preview Of 1st Quarter Earnings

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Top Gun FP Client Note: The Point Of Maximum Complacency

NOTE: Every week or two I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients.  You can ...
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