The Inflation Question
I went to one who had the reputation of wisdom, and observed to him – his name I need not mention; he was a politician whom I selected for examination – and the result was as follows: When I began to talk with…
Market Themes/Trends Since The March 2020 COVID Lows: Tech, Reopen Value, Inflation
The stock market has been very thematic since the March 2020 COVID lows as investors try to invest in an environment of extreme uncertainty.
Bond Bounce Brings Tech Along, VIX Closes < 20, Is The Coast Clear?
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Is The Bounce Over?, A Look at Reopen Value
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10 Year Yield Jumps 11 Basis Points But Stocks Shrug It Off, My IWM Short Mistake, Rising Rates and Real Estate, 36 of 56 ARKK Stocks Unprofitable
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The Bounce Is Here
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Technical Damage Mounting, Sentiment: Just A Correction, Value > Growth II, AVGO Earnings
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Looking Toppy, Value > Growth, There Will Be A Powerful Bounce
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Indigestion Day, TGT Earnings, Gold Miners Find Support
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The End Game: 1 – 10 Year Treasury Yield Jumps 13 Basis Points, 2 – Stocks Plummet, 3 – Crescat: The Fed Is Trapped, 4 – Young and Dumb
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