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Tues@11



Anticipating the anticipations of others
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Fla-La Land
Social Distancing - Anna Maria Style I have tried to enjoy my remaining time on idyllic Anna Maria Island, but I find myself increasingly...


Pushing On A Strain
Yesterday's stock market rally that caught everyone off-guard made complete sense to me in hindsight. Too bad it didn't wait for Tuesday...


RIP, Buy the Dip
In a Pavlovian response to the sudden easing of financial conditions (mostly from bond yields collapsing) stocks tried digging in their...


Out of Gas
Last week I compared the market to an attempt to climb a mountain peak into the death zone. Using supplemental oxygen, climbers can go...


Death Zone
When mountain climbers dare to ascend above 26,000 feet, they enter a zone where risk of sudden death is omnipresent. In those rarified...


Stocks Gone Viral
Now that stocks have temporarily been released from quarantine, led by the TSLA rocket ship, the blissful equity bubble is back on. And...
Know Way!
"It ain't what you don't know that gets you into trouble , it's what you know for sure that just ain't so. " Josh Billings. After rising...


Drone On
Last week, I talked about the need for a catalyst to create the long overdue correction. You would think last week's extrajudicial drone...


Naughty & Nice
As in years past, I am taking time at Christmas to review my past year's performance and this year is no different. I'm happy to report...


Marty Time
"I WANT TO BE SWIMMING IN ORANGE JUICE" - Marty Stephens, 1999. For those old enough to remember the late 90's CBC show "Traders", this...
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