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market fantasy zone

From Market Twilight Zone to Market Fantasy Zone

In the past, I’ve written about market Twilight Zones and Fed Dangers Zones, but at this point we’re essentially looking

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2020 Market Review

A Visual 2020 Market Review

Below, I informally share my 2020 Market Review with a brief video to close a year none of us will

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Portfolio

To Buy or Not to Buy – That is (Always) the Question

These are Awkward Times Amid a global pandemic, stocks are hitting new highs. Should we buy into this rally? Hedge

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market questions

Market Questions—Heading to Euphoria or Exhaustion?

Below we address key market questions as risk assets reach new highs against a tired buying cycle. Hedging Market Tops

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Fed Killed Capitalism

The Fed Killed Capitalism –What’s Next?

In March of this year, capitalism officially ended when the Fed began buying otherwise unwanted bond ETF’s directly from the

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Post-COVID normal

Returning to Post-COVID Normal? Nope.

Below we look at the idea of “returning to a post-COVID normal” as COVID fatigue sets in. Hope springs eternal

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COVID fatigue

COVID Fatigue, Rising Markets & Dinner at Sea

Below we look at COVID fatigue, economic fatigue, rising markets and the Titanic’s dinner menu. COVID Fatigue… Traveling amidst temperature

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predictive models

Bad Predictive Models & The Three Little Piggies

Below we look at the comical disaster of predictive models in everything from professional pollsters to market timers. What the

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market volatility

Market Volatility — A Healthy Reminder of More to Come

Below we look at the market volatility of prior days at a national and global scale and consider the implications

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The American Institute for Economic Research

The American Institute for Economic Research, Matt’s Advice to Policy-Makers: Tell the Truth

Below, we share a recent interview with the American Institute for Economic Research, wherein I give some direct advice to

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