Signals Matter Media

elephant in the room

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

                                       

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Slipped girth with path

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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boy writing on blackboard

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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politician

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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Bond market signals

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, I

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howling wolf

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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reality check

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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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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