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Reflexivity Here In The Yield Curve & Everywhere
George Soros is about as close to a household name as it gets for a hedge fund manager. He’s legendary for his billions, “breaking” the Bank of England, and is even an alleged mastermind of left-wing,...
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The Hated Rally Broadens – That’s Good
Once again, we are faced with a rally nobody likes and everybody thinks it ready to roll over and die. After all, the “mucky-mucks” in the “gubmint,” and I mean well beyond the “Tweeter-in-Chief,”...
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Quick Take: Volatility Ahead in the Oil Market?
A week ago, I wrote an article discussing how the options markets can provide clues to future price direction and/or volatility in the crude oil market. In particular, we addressed the question, “how...
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Make Stock Buybacks Illegal? 04-13-19
Market Review – Market Climbs Above 2900 Make Stock Buybacks Illegal? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha WE NEED YOU!...
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The Market’s Misread Of The Fed’s Minutes
Last week, the Federal Reserve released their March FOMC meeting minutes. Following the release, the markets surged higher as the initial reading by the markets was “the Fed is done hiking rates.” As...
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Technically Speaking: Drive For Show
We Still Need You… We are closing in on our goal for our beta trial and your help is MOST appreciated. Just go to Apple Or Google Play stores and search “MyWorth.” Drive For Show In golf there is an...
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The Bankers Vig and the Price we Pay: The Economic Cost of Repealing...
When one bets on a sporting event the facilitator of the bet, referred to as a bookie, charges the winner of the bet the vigorish. The vigorish, commonly known as the vig, is a fixed percentage of the...
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The Smart Money Are Bullish On Volatility Again
At the end of 2018, the global financial markets were reeling, the S&P 500 briefly fell into official bear market territory, and fear gauges were spiking. Sure enough, the Fed started to panic and...
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Reality Vs Fantasy: What To Watch For This Earnings Season
Just recently, David Robertson ran an article discussing the deviation which has grown between “fantasy” and “reality” in the investing markets. “The phenomenon of extreme differences is also...
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The Fear Of Missing Out (FOMO): 04-19-19
The Lesson Of Easter The Fear Of Missing Out (FOMO) Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Please help us out and download...
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Auto Sales Aren’t Nearly As Strong As Reported
Steve Goldstein recently reported for MarketWatch that closely watched auto sales were leading economists to be more confident in their economic outlook for the rest of the year. To wit: “Motor vehicle...
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Technically Speaking: Running On Empty
Stop by Apple Or Google Play stores and search “MyWorth” TODAY. Running On Empty “Running On Empty” was an iconic song about life on the road as a traveling musician. The 1977 live recording, which...
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A Financial Reality Lesson From “The Highwaymen”
A misrepresentation gnawed at screenwriter John Fusco. Influenced by a fascination with outlaws and gangsters ignited by the 1967 iconic film “Bonnie & Clyde,” Fusco has written and directed...
View ArticleTo Fight The Fed Or Not
“Don’t Fight The Fed”! This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than to ignore this...
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A Fly in the Ointment
Many financial assets, especially those that are the riskiest, are priced well above their respective fundamental values. A thank you primarily belongs to unprecedented monetary policy conducted on a...
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Here’s The Painful Irony Of The FIRE Early-Retirement Movement
Over the past few years, a new movement has become popular with millennials: the Financial Independence/Retire Early, or FIRE, movement. Those who follow the FIRE lifestyle aspire to escape the...
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Eternal Bullishness & Willful Blindness
The S&P 500 and Nasdaq Composite had their highest closings on record Tuesday, regaining ground lost in last year’s rout. Stocks have flourished under a more accommodative Federal Reserve. In...
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Why Warning About A Bubble For A Decade Is Completely Rational
In my experience as someone who warns about the development of dangerous economic bubbles (both the mid-2000s U.S. housing bubble and the post-2009 “Everything Bubble“), I have been criticized...
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Sunken Treasures
X Marks the Spot “First come the innovators, who see opportunities that others don’t. Then come the imitators, who copy what the innovators have done. And then come the idiots, whose avarice undoes...
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The Metaphorical Minsky Moment
With debt reaching ever higher levels, many pundits are placing odds on which particular manifestation is going to precipitate the next financial crisis. Corporate debt, leveraged loans and shadow bank...
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