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Buzz on the Bullboards: Defying market expectations

Most market reviews are throwing around the dreaded R-word, “recession” like it’s going out of style. Once again, news headlines indicate that the markets may be steering towards one. It turns out that a combination of trade wars and ...

Buzz on the Bullboards: Defying the Markets

How do you talk about a week-in-review without mentioning the dreaded word-of-the-day, recession? In case you haven’t heard, there has been a lot of news that markets may be steering towards one. It turns out that a combination of trade wars and economic unce...

A Boomer's Plea

I was born in the 1950s, a decade dominated by thousands of WWII servicemen marrying and starting families in the creation of the largest demographic in history, the "Baby Boom Generation." The 1950s saw Elvis Presley dominate the entertainment industry with ten #1 hits a...

Wounded Animals, Indeed

"The permabulls will tell you that the bullion banks and their treasury department conspirators have lost all power in this 'new paradigm' and we should relax and refrain from worry. I tend to disagree because wounded animals are the singular most dangerous of all creat...

Visionary Vicissitude

It was one of those days that all sexagenarians loathe; you have to go to the doctor, and whether it's the GP (general practitioner) or the dentist or the proctologist, nothing reminds you more rapidly of your advancing age than going to the optometrist. Now, many of ...

How to Navigate These Tricky Waters of the Stock Bull Market

Stocks keep reaching for new highs, but the bearish wedge and volume are giving me second thoughts. Stocks are getting ready to move, and today's analysis will paint as clear a picture thereof as it gets. S&P 500 in the Short-Run Let’s start with the dail...

Reaping the Early Benefits of Inflation in Stocks

Something big to move stocks is brewing under the surface – Treasuries are down, the dollar is under pressure, gold refusing to decline much… I think it's the market's growing realization that all the post-corona money printing, stimulus bills, will be hugely inflationary, and...

Will People Accept Rampant Inflation? Hell, No!

The Weekly Missive, which usually arrives over the weekend (sometimes on Friday, sometimes on Sunday) was delayed this weekend for one reason: I had to change it. I started out last week with an idea that was leaning in the direction of full-on capitulation in the sen...

Q4 Guesstimates: Precious Metals, Miners and Stocks

You have all heard me opine about the (un)dependability of rules-based investing in a managed market environment, where it is not kosher for a financial advisor to fire off a promotional tweet about their favorite stock but it is perfectly acceptable for a sitting presi...

Could the coronavirus cause the next ‘Arab Spring’?

The rich are getting richer, inequality is on the rise, and the middle class, the backbone of the US economy since the 1950s, is shrinking. In 2018 the three highest-paid chief executives in the United States earned more than the output of several countries. Tesla&Close...