[edit] Based on an infuriated email I just got calling me whiny and pathetic I guess it’s too early to try having a sense of humor about this or go back to my normal way of writing about stocks, even if they have a Trump angle to them. Try lightening up a bit. Have a banana, and call me whatever you want. I don’t actually … Continue reading RGR Shoots Upward; Thanks For the Missed Buy Opportunity, Trump [w/ edits]
The bubble is “intellectually exciting and terrifying at the same time” [edit] Based on an email response I should clarify. All I am asking anyone to “buy” from Jeremy is his grounded view about bubbles, risk management and psychology based on his experience. I have my indicators by which I think I can view the coming of the end. I “think” I can. But that … Continue reading Jeremy Grantham; Buy What He is Selling… [w/ edit]
A steepening yield curve indicates that at best, Goldilocks is nowhere to be found There are all kinds of geniuses out there (usually with massively followed Twitter accounts) guiding us bearish or bullish, spewing dogma (and their book) and simply sloganeering without using the market’s signposts. The yield curve is not a good timer, but we are going to use other indicators – and one … Continue reading The Yield Curve Continues to Steepen…
I’ve been writing it for months now. The good ole’ US of A is going bananas. Of course I was talking more about the monetary aspect of a Banana Republic printing and spending, as Trump brow beat the Fed chief long before this guy showed up… Trump even said it yesterday, something along the lines of ‘send ’em $2000; we’re already trillions in debt’ … Continue reading The United States of Bananas
