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Technically Speaking: 2021 Investor Resolutions & January Stats
With 2021 already off to a good start, with the market up almost 2% in January, such is an excellent time to review our “investor resolutions.” So Goes January There is an abundance of “Wall Street...
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Is Inflation In Your Best Interest, Or The Feds?
Is Inflation In Your Best Interest Or The Feds? “We want to see American citizens pay higher prices for milk, butter, eggs, bread, and toilet paper. To reach our goal, we will adjust monetary policy...
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#WhatYouMissed On RIA This Week: 1-15-21
What You Missed On RIA This Week Ending 1-15-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If you...
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#MacroView: The Problem With Analysts Forecasts
We can’t predict the future. If we could, fortune tellers would all win the lottery. They don’t, we can’t, and we aren’t going to try. However, this doesn’t stop the annual parade of Wall Street...
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Everyone Is In The Pool. More Buyers Needed. 01-15-21
In this issue of “Everyone Is In The Pool. More Buyers Needed.” Everyone Is In The Pool Sentiment & Technicals Pushing Extremes A Heat Map Of Valuations Investor Resolutions MacroView: Yellen’s...
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NFIB Survey: Sends A Strong Warning About Small-Cap Stocks
In September 2019, I wrote “NFIB Survey Trips Economic Alarms,” Of course, it was just a few short months later the U.S. economy fell into the deepest recession since the “Great Depression.” The...
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Technically Speaking: Signs Of Exuberance Warn Of Correction
During the past couple of weeks, I have discussed the rising levels of exuberance in the markets. Importantly, that exuberance combined with surging margin debt levels warns of an impending correction....
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Deconstructing Bitcoin’s Zeal Into An Investible Thesis
Deconstructing Bitcoin’s Zeal Into An Investible Thesis It’s all Bitcoin all day in my Twitter feed these days. Quiet are the Tesla bears, the Fed-obsessed, and even the gold bugs. The HODLers are out...
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Eric Lytikainen: The Gold Bull Market Is Just Getting Started
The Gold Bull Market Is Just Getting Started 2021 marks the 50th anniversary of President Nixon’s decision to suspend the convertibility of U.S. dollars into gold. At that time gold was just $35 per...
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The Fed’s Inconvenient Truth: Inflation Is “M.I.A.”
The Fed’s Inconvenient Truth: Inflation Is “M.I.A.” “The amount of money in the US economy is 25% higher than it was at the start of 2020, eclipsing any pace of money growth seen since the Federal...
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David Robertson: The Inherent Trouble With Bubbles
The trouble with bubbles During the fourth quarter, the economy continued to recover but remained well below pre-pandemic activity levels. Simultaneously, the political environment became even more...
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#WhatYouMissed On RIA This Week: 1-22-21
What You Missed On RIA This Week Ending 1-22-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If you...
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Bulls Continue To Push Stocks Higher As Risk Rises 01-22-21
In this issue of “Bulls Continue To Push Stocks Higher As Risk Rises.” Bulls Push Stocks To New Highs Market Queuing Up For A Correction The Fed Broke It Portfolio Positioning The Illusion Of Soaring...
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Markowski: S&P At 3rd Perilous High Since 1871
On January 8, 2021, the S&P 500 reached its third perilous high since 1871 according to the Extreme Analytics (EA) algorithm. Recently concluded research of 150 years of empirical data revealed...
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The Next Decade Will Likely Foil Most Financial Plans
There are many individuals in the market today who have never been through an actual “bear market.” These events, while painful, are necessary to “reset the table” for outsized market returns in the...
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Viking Analytics: Weekly Gamma Band Update 1/25/2021
We share the Weekly Gamma Bands Update by Viking Analytics. The report uses options gamma to help you better manage risk and your equity allocations. Gamma Band Update 01/25/21 The SPX Gamma Band...
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Technically Speaking: Why We Reduced Risk Last Week
Why we reduced risk last week. During the last few weeks, I have discussed the rising levels of exuberance in the markets. On Friday, I tweeted the following: Money flows very close to flipping...
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Lebowitz: The Fed’s Ever-Growing Golden Footprint
The Fed’s Ever-Growing Golden Footprint A special thank you to Alexander Stahel for providing us historical data on real interest rates. What is a Dollar? The value of a dollar is a figment of your...
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#WhatYouMissed On RIA This Week: 1-29-21
What You Missed On RIA This Week Ending 1-29-21 It’s been a long week. You probably didn’t have time to read all the headlines that scrolled past you on RIA. Don’t worry, we’ve got you covered. If you...
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Retail Investors Stage Riot Against Wall Street 01-29-21
In this issue of “Retail Investors Stage Riot Against Wall Street.” Retail Investors Stage Riot Market Takes A Hit Greed Breaks Things Portfolio Positioning #MacroView: 2021 – A Disappointment Of...
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