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Tues@11
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Anticipating the anticipations of others
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Taking Stock: Go with the Flow!
I recently received an investment newsletter from a friend. In it, the perma-bear writer, (think of a poor man's Jim Rogers, except no...


Dog Days
As I sit relaxed in a beach chair sipping a cold bevy and turn another page in my Kindle waiting for my thumb to regain its opposable...


That 70s Show
Buy Low! The 1970s were certainly an eventful decade for yours truly. I moved back to Canada from a brief stint in the U.S., met a girl...


The Doctor will see you now.
As some of you will already know, I am facing surgery on Friday to repair a torn ulnar collateral ligament on my right thumb. I tried, in...


Passing the Baton
Risk Model: 3 out of 5 A tepidly bullish reading with a disappointing print from last week's AAII Bull/Bear indicator. Momentum is stuck...


Yield Signs
Last week, an abrupt spike in global yields ushered in a leadership change in the market. German Bunds, the linchpin of the fixed income...


The Death of...
This week, I happened upon a WSJ article about the 'death of the electric guitar'. For Boomers, , who've been raised on the guitar heros...
Nickles in front of a Steamroller
The only thing to fear seems to be the lack of fear itself. Risk model: 3 out of 5 - mildly bullish but still no rotation to cyclicals....
FAANG BANG
With a collective slap in the face, Mr. Market has taken some of the complacency out of this market. A Goldman Sachs note sent to clients...


The Slippery Slope
The yield curve, or more accurately its shape, is the best economic forecaster I have ever met. The above chart is created by...
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