Weekly Updates

Three Stubborn Realities That Still Pose a Threat to the Market

September 15, 2023 Stocks have been pretty directionless since the nasty month of August.  I’ve mentioned before, September can be just as nasty.  And so far it hasn’t disappointed.  But once the summer lull is over and traders get back to their desks, what can we expect in the coming months? Are there forces lurking …

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Inflation’s Big Comeback: The Only Thing Keeping It in Check is About to Give Way

August 25, 2023 It was a banner week in the news! India landed on the moon! India parked an unmanned probe, equipped with a lunar rover, on the south pole of the moon. (This came just days after a Russian attempt crashed and burned… or whatever crashing spacecraft do in space.) The mission is to …

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Exposing the Illusion: Are Ratings Agencies Spoiling the Show?

August 18, 2023 The key is getting people to look the wrong way. In the world of magic it’s called “misdirection.” Misdirection is the subtle art that cleverly diverts the audience’s attention, leaving them utterly enchanted, baffled, and awestruck all at once. (Maybe that’s why many magicians have a “lovely assistant”…) Magic illusions aren’t really …

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Can the BRICS Create a “John Wick” Economy?

August 11, 2023 If you’ve seen any of the films in the John Wick franchise, you’ve undoubtedly noticed something very different about the world that “Baba Yaga” inhabits. This world-within-a-world has a unique economy that centers around the “members-only” Continental Hotels. Everything at or related to Continental business costs… one gold coin. A bourbon at …

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More Bidenomics: Two Real-World Examples of Why Biden’s Industrial Policy is Epically Stupid…

July 21, 2023 Strange question coming up, but bear with me… What are the odds of something happening in the past? Pretty good, wouldn’t you agree? I’m joking, of course. Hindsight is the perfect knowledge of the result of some action. And it’s always 20/20. The problem is, no knowledge is ever perfect — even …

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Climbing a Wall of Worry: Is This Obscure Indicator Saying We’re At the Top?

June 30, 2023 There’s an old saying in the financial world that the stock market tends to “climb a wall of worry.”  It refers to when a bull trend keeps rising in the face of bad news. A negative economic report shakes up the market… An unexpected twist in geopolitical relations… A natural disaster impacts …

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