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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

Hats Off to the Bulls—For Now At Least… So we live in a post-08 market that only goes up and

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Market History

Market History and US Debt Part II—From Nixon to Black Monday.

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

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VIX Hike

The VIX–Is The Big Bad Market Wolf Back?

  In the midst of my current four-part history of the US markets, we all probably noticed the VIX gaining

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Market History

Market History & US Debt—Part I. Lessons of 1929 and FDR’s Mistakes.

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

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Market Risk

Concern from the All-Stars—Top Managers See Market Risk Ahead

Top Managers See Market Risk Ahead Each of us have our all-star lists, from baseball players to novelists to artists.

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Netflix Analysts

Tech Stocks, Netflix and Sell-Side Cheerleading

The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from

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U.S. Bonds

Politics, Markets and the Mass Media—Which Leg of the Stool Breaks First?

                                       

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U.S. Bonds

Rising Interest Rates and the US Housing Market—A Pain in the Asset Class

  More Heads in the Sand As we watch donkeys and elephants daily chasing each other’s tails on the news,

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U.S. Bonds

No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

Lessons from Kindergarten Remember the story of the big bad wolf and the three little pigs? If not, it goes

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trapped in a bottle

Investing Under the Influence—The IUI Effect on Amazon and Tesla Stocks

Binge Investing Sometimes holding a credit card—especially a brand new one—can provide as much of a rush, buzz, and hangover

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