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Tech Stocks, Netflix and Sell-Side Cheerleading

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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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Central Banks Distort Markets

A Story About Global Central Banks–The Policies Behind Deficit Financing, Market Bubbles, and Stalled GDP.

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

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U.S. Bonds

Signal This: Market Indicators from the Financial Sector, The Russell 2000, ETF Risks, and Real Estate Pricing.

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

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U.S. Bonds

Hawkish Sounds from the FMOC. Is the Market Listening?

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

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U.S. Bonds

It’s a Math Thing. How Ex-Items Accounting & Stock Buy-Backs Prove Over-Valuation in the S&P

Ridiculous. Accounting is pretty boring. And these markets are exciting. Yet if we overlap the boring with the exciting, we

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U.S. Bonds

Cutting Through Tax Cuts—A History of Avoiding Pain for Political Gain

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets

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U.S. Bonds

Trusting Bond Market Signals Rather Than the Elites in Today’s Market Ride

    Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school,

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U.S. Bonds

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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