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Going to Cash—Even Wayyyyyyy Too Early is Better than a Minute Too Late.

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Going to Cash—Even Wayyyyyyy Too Early is Better than a Minute Too Late.

  Below, we look at the regrets of being too soon and too deep in cash, as well as recent

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Tesla

Tesla’s Fake Rise and Pending Fall: The Perfect Metaphor for Current Markets.

  Below we look at the foreboding implications behind Elon Musk’s recent tweet to take his cash-burning Tesla enterprise private

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Safe Haven

US Markets: Safe Haven and/or Just the Best Horse in the Global Glue Factory?

  Below we look at Asian Markets, the European Union, US Markets and the relationship between central banks, bonds, inflation,

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US Consumer Debt

More Bad Debt News and the Art of Can-Kicking Consumer Debt

  Below we look at the real numbers behind the trade balance, US consumer debt, a broken Main Street, store

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central bank

When Central Banks Stop Paying the Bar Tab—A Market Hangover Looms.

Central Bank Below we look at the Bank of Japan, the Fed, global central bank tightening, rising yields, currency hedging,

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trade war

Trade War + Rising Rates = Uh-Oh.

Below, we look at the relationship between central banks, bond markets, rising yields, rising rates, and the added insult of

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Tech Stocks

Avoid the Tech Stock Cliff : Facebook, Netflix, Amazon and Google

  Below, we look at the valuations behind the leading tech stocks: Amazon, Facebook, Netflix, and Google. Avoid the tech

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yield shock

Is the Dam About to Burst? Not Enough Fingers to Prevent a Yield Shock.

  Below, we look at stocks, bonds, central banks, and the inevitable bursting of the market bubbles in which we

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Italian bond market

Is Rome Burning? The Italian Bond Market and Smoke from the ECB

Italian bond market Below we look at the Italian bond market, the ECB and the over-all risks facing a global

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market wave

Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

  Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above,

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