Market Commentary Archive

Understanding The Consensus View And Why It’s Wrong

The consensus view is that this crisis is all about the coronavirus. Once the coronavirus is contained, markets will bottom, if they haven't already, and we'll rally into year end, eventually making new highs as ...
Posted by Greg Feirman  ·  No Comments »

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 ...
Posted by Greg Feirman  ·  2 Comments »

The Evolving Late Stage Bull Market

Last week, James Mackintosh had an interesting article in the WSJ about the stealth bear market. His main point was that stocks have essentially gone nowhere since Jan 26, 2018.  Digging a little deeper, he ...
Posted by Greg Feirman  ·  No Comments »

The Everything Bubble And The Second Great Depression

The importance of Apple to the foundation of the everything bubble cannot be overstated - Kevin Duffy, Co-Founder, Bearing Asset Management The last few months have witnessed the return of volatility. The S&P is down 14% ...
Posted by Greg Feirman  ·  No Comments »

Confessions of a Frustrated Fund Manager

NOTE: Every week or two I write a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Some Caveats On The Retail Recession

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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This Is How It Begins

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Pressure Point

October 13, 2014  ·  Category: Market Commentary, Stocks, Technical Analysis
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
Posted by Greg Feirman  ·  No Comments »

Riding The Bull

NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and ...
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Interview With Mint.com

Check out this short interview I did with Mint.com.  
Posted by Greg Feirman  ·  No Comments »