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Tues@11



Anticipating the anticipations of others
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Standing Eight Count
It seems the return to favour of the Growth segment of the market is giving the market a second chance. Now that the bond market has...


Flash of Brilliance
Now that the consensus has moved to where I have been, I suddenly feel better. The recent purge in overheated growth stocks, which...


Shot Across the Bow
In any naval skirmish, someone has to shoot first. Often the first move is a warning shot, meant to scare off the opponent. It's a shot...


Growth Scare
Stonks now stink. I just saw that on Reddit. Not all corrections involve people fleeing in panic from an asset class en masse. Sometimes...


Some Like it Hot
The bull market of everything has shrugged off yet another challenge this morning. Bond yields are suddenly rising but the equity buying...


Who Let The Doge Out
If money makes the world go-'round, I guess we should have expected this. There is certainly lots of money spinning around these days,...


GME Over
"Winners and losers, gamblers and boozers, If they zig every time they should zag, They're followin' the news, the obvious views, And...


Crunch Time
Buying into this market now is like skipping the first three quarters of a basketball game, and then tuning-in for the last 12 minutes....


Buyer's Remorse
Our gentle geriatric Robinhood, Joe Biden, and his merry band of Democrats have repelled the evil King's attempted counter-attack. They...


Mixed Signals
Everything Elon Musk touches seems to turn to Bitcoin (I used to say gold, but after last week's move in the crypto market...). His...
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