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Tues@11



Anticipating the anticipations of others
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Lapping the Field
In every race, there are always laggards. Some have experienced injuries. Some are just not up to the calibre of the leaders. Perhaps...


Revisionist History
Investors have entered the 13th month of the bull market still searching for a market peak that seems ever more elusive. I have just one...


Never Moven
Now that the world's biggest choking hazard has been Heimlich-ed out the way, the Ever Given can go on its merry way and the global...


Inflated Expectations
As the scare stories about rising bond yields begin to recede from the front page this week, stock investors will soon be facing a new...


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,...
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