Have Stocks Reached A Permanently Rigged Plateau?

A painting recently sold for a record $450 million, a blanket recently sold for $1.5 million, Bitcoin has gone ballistic, and Cramer thinks there are ‘bubbles’ everywhere except stocks.  Are these the types of signals [...]

By | 2017-12-11T09:03:07+00:00 December 11th, 2017|Comments Off on Have Stocks Reached A Permanently Rigged Plateau?

The Janet Jinx

Despite her Keynesian’ shortcomings it is difficult to vilify Federal Reserve Chair Janet Yellen.  After all, when Yellen took over Bernanke already had ultra-easy experimental monetary policies in place. Moreover, Yellen, for the most part, [...]

By | 2017-12-04T04:23:55+00:00 December 4th, 2017|Comments Off on The Janet Jinx

The Downfall of Faber

Marc Faber, who has long been an entertaining market commentator, stood up to the avalanche of ridicule following his recent letter by stating: “If stating some historical facts makes me a racist, then I suppose [...]

By | 2017-10-19T01:46:56+00:00 October 18th, 2017|Comments Off on The Downfall of Faber

Does The Fed Fear Asset Price Inflation?

While Janet Yellen and others lament the death of the Phillips Curve, the greatest inflationary episode in history continues to paint the data.  To be sure, a day after Yellen suggested that subdued inflation readings [...]

By | 2017-09-22T06:03:56+00:00 September 22nd, 2017|Comments Off on Does The Fed Fear Asset Price Inflation?

Bullish Buffett’ Pulpit

In classic form, Warren Buffett took to task those that doubt America yesterday: “Whenever I hear people talk pessimistically about this country, I think they’re out of their mind”. Mr. Buffett also noted that since [...]

By | 2017-09-20T07:00:40+00:00 September 20th, 2017|Comments Off on Bullish Buffett’ Pulpit

Where Did Everyone Go?

The Fed started hacking interest rates in 2007 and QE3 ended in October 2014.  This 7-year period of extraordinary ease, and the nearly 3-year upswing since, has been a difficult time for many market contrarians [...]

By | 2017-09-05T12:39:32+00:00 September 5th, 2017|Comments Off on Where Did Everyone Go?

The Coming Crypto-Crisis?

Since 2008 there has been a widespread increase in debt around the globe, central bankers have printed and experimented with direct asset purchases like never before, and there have been many dangerous bubble-like oddities in [...]

By | 2017-09-03T23:22:45+00:00 September 1st, 2017|0 Comments

Bond Bear Bubbleheads

Conventional wisdom holds that with central banks’ beginning to throw their experimental policies into reverse the strings holding the asset price boom together are slowly being cut.  No disagreement here. But while the divergence between [...]

By | 2017-09-01T04:01:23+00:00 August 18th, 2017|0 Comments