Two Seeking Alpha Pieces Make The Case Against The Economy And Stock Market

Macro Economics | Market Commentary

ByGreg Feirman November 19, 2009 Reading Time: 1 minute

“Why The Stock Market Should Crash”, Charles Hugh Smith, Seeking Alpha, November 16

“Our Steroid Pumped Economy”, Vitaliy Katsenelson, Seeking Alpha, November 18

Top Gun FP Client Note: The Quality Of Earnings
May 7, 2012 Reading Time: 6 minutes

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 sign up at the…

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Beneath The Surface The Market Is Rotating Toward Defensive Names; A Regime Change May Be At Hand
February 3, 2026 Reading Time: 7 minutes

There is something interesting happening beneath the surface in the market right now. While the S&P is on the verge of making new all time highs above 7,000, the stocks that are really working are defensive in nature. The S&P…

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S&P 4,000, KMX Earnings and the Reopen Trade, Economic Reopening, Surging Inflation and How To Play It
April 2, 2021 Reading Time: 8 minutes

Note: To sign up to be alerted when the morning blog is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…

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When The Market Lulls You To Sleep
August 19, 2012 Reading Time: 7 minutes

NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…

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Fannie And Freddie Shares Soar Despite Likely Having No Equity Value
August 25, 2009 Reading Time: 2 minutes

It’s very hard to come up with scenarios where they’re worth any money. There’s a tremendous amount of sentiment trading in general. – Bose George, Analyst, Keefe, Bruyette & Woods (Source: “Fannie, Freddie Shares Soar, Puzzling Analysts: Stocks Considered To…

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The Year End Rally Consensus, CRM & KR Earnings
November 25, 2023 Reading Time: 3 minutes

Everybody knows that December is one of the best months of the year from a seasonality perspective. And with the Federal Reserve on pause, the consensus for a year end rally is almost universal. The S&P is only 40 points…

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