Top Gun Financial Planning Archive
A Tale of Two Stock Markets – The Internet Economy Versus The Real World Economy
August 2, 2020 · Category: Fundamental Analysis, Market Commentary, Sentiment Analysis, Short Selling, The Big 5, Top Gun Financial Planning
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 ...
Posted by Greg Feirman · No Comments »
The Top Is Probably In
June 10, 2020 · Category: Big 5, Federal Reserve, History, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
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 ...
Posted by Greg Feirman · No Comments »
America on the Brink
June 4, 2020 · Category: China, Coronavirus, Everything Bubble, Macro Economics, Market Commentary, Politics, Race Riots, Sentiment Analysis, Top Gun Financial Planning
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 ...
Posted by Greg Feirman · No Comments »
Understanding The Consensus View And Why It’s Wrong
April 5, 2020 · Category: Coronavirus, Federal Reserve, History, Macro Economics, Market Commentary, Philosophy, Top Gun Financial Planning
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 »
Rethinking My S&P Price Target Under Civilizational Breakdown
March 31, 2020 · Category: Coronavirus, Deflation, History, Inflation, Macro Economics, Top Gun Financial Planning
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 ...
Posted by Greg Feirman · No Comments »
The Evolving Late Stage Bull Market
October 31, 2019 · Category: Apple, Facebook, Fundamental Analysis, Google, Macro Economics, Market Commentary, Stocks, Top Gun Financial Planning
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
January 6, 2019 · Category: Apple, China, Federal Reserve, Macro Economics, Market Commentary, Top Gun Financial Planning
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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Why This Bull Market Could Be On Its Last Legs
September 22, 2016 · Category: Economics, Federal Reserve, Interest Rates, Macro Economics, Top Gun Financial Planning
Yesterday, the Federal Reserve decided to keep the federal funds rate at 0.25%-0.50%. Since then, markets have soared as investors celebrate the continuation of easy money. However, the Fed also fairly clearly telegraphed a rate ...
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Some Caveats On The Retail Recession
May 16, 2016 · Category: Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
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 »
