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Tues@11



Anticipating the anticipations of others
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Rear View Mirror
Markets and the Fed have a lot in common now. They love to drive in the rearview mirror. Since the Fed's early '21 monetary pivot to...


Hard Pass
With the path forward for the global economy a coin toss, I can't blame investors for taking a hard pass on this rally. Trump's attempted...


Third Rail
When it comes to financial market worries, Central Bank independence is the third rail. Risk-averse creditors take any threat to the...


All Clear Signal
As I said a few weeks back, we can buy the dip if we get oversold enough. Last week, the maximum uncertainty point was reached as...


Schrödinger's Dead Cat Bounce
There is only one person who knows the future of the stock market, and he's not telling. Like Schrödinger's cat, it may be alive or dead,...


Full Pitch
As avid readers may have noticed, my blog writing efforts often take a week off here or there. Last week was for travel but this week I...


B Wavelength
Welcome to the 'B' wave. Play it carefully if you dare. Last week seemed to turn the tide. Friday's tentative bounce followed through...


Dumpster Fire Sale
In my 50+ years of following the stock market (yes, I read the ROB in my teens), I don't think I've ever been more happy to see a stock...


Stag Party
Since the U.S. election, the Republican party has been in party mode. Flush with confidence from a narrow but decisive mandate, MAGA is...


Ratings Game
When Donald Trump was just a bombastic TV star and not an existential threat to world order, he would use the Nielson ratings service as...
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