Top Gun Financial Planning Archive

Monday’s Action; Gold, Bitcoin and The Crashing Dollar

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Big Tech: Which Way Is It Going To Go?, My Twitter Beef With The Technicians, LULU AVGO COST & ORCL Earnings

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Historic #Rotation, Charley Grant on the Path Forward for the #COVIDVaccine, The Technicals Vs the Fundamentals, “Dueling Tails”

Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you'd ...
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A Tale of Two Stock Markets – The Internet Economy Versus The Real World Economy

We are, and have been, in a secular shift away from physical living towards online. I recently read a tweet that said COVID-19 has massively accelerated this trend. Earnings reports from the last couple of ...
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The Top Is Probably In

Let's flashback to March 2000 when the Dot.com Bubble topped. The NASDAQ closed above 5,000 twice - Thursday 3/9 and Friday 3/10. And that was it. Today, the NASDAQ closed above 10,000 for the first ...
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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 ...
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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 ...
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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 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 ...
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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% ...
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