Hype Train
I found this old verse, chorus, bridge thing I did as I was first trying to get comfortable on bass. Slapped some words on it last week and a title…
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June 25, 2022
“Will stock market crash?”
"Will stock market crash?" A Google trends query on that search term yields this graph along with an interest by region map. Boy they are mellow out there just east…
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July 16, 2021
Lefty on the Pot Craze
I am not sure if it's actually Andrew Left or someone else at Citron who wrote the note linked below, but I suspect it is him. You may recall that…
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September 18, 2018
Enjoy the Punch Holiday Revelers
Party goers are gathered around the punch bowl as expected after the FOMC’s token move on QE. Jeff Lacker is jawboning additional tapers in $10b chunks and all seems right, except… the ‘continuum’ (AKA the 100 month EMA on the 30 year bond yield chart).
Let me ask you Beuller, what happened at the red arrow in 2000? What happened after the red arrow in 2007? What happened after the plunge in 2008? What happened after the red arrow in 2011? What happened after the most recent bottom in 2012? The answers are 1) the end of a secular bull market in stocks, 2) the end of the last cyclical bull market in stocks, 3) the birth of the current cyclical bull market in stocks, 4) the end of the big cyclical commodities rally and 5) the launch of this most powerful leg of the cyclical stock bull market.
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December 23, 2013