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Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

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market wave

Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

  Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above,

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debt bubble

Market Reality—Debt Bubble Driven Fun Like College Kids with Credit Cards

Debt Bubble Driven Fun Like College Kids with Credit Cards Below I take a loonnngggg look at…well, just about everything…bonds,

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keep it simple

Keep It Simple–Thoughts from the Sidelines

  Below, we offer the welcomed insights of former Georgetown professor and Wall Street veteran, John Montgomery, who offers his

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Deficit

Why a Deficit Matters —A Debt Storm Brewing?

Why a Deficit Matters —A Debt Storm Brewing? Below, we look at deficits, why they matter, and what they portend.

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Real Estate Bubble

Real Estate Bubble: One More Symptom of a Sick Bond Market?

Real Estate Bubble What is a real estate bubbl e? Below, we look at the real estate bubble as yet

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rising yields

Drowning in Debt: Will the Market Yield to Rising Yields?

Below, we continue our analysis of US debt and rising yields. More Pork… I’ve been watching the waves lately, but

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US Dollar

Up or Down? The Fate of the US Dollar.

Below we look at the US bond and stock markets and the direction toward which they suggest the US Dollar

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dow trump

Who Has the Biggest DOW: Trump News vs Market Facts

  Below, we look at the TRUMP DOW and employment numbers and place them in a context of data rather

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market crisis

The Perfect Market Storm— Market Crisis and Opportunity Ahead.

Market Crisis Below, we look at the convergence of Quantitative Tightening, pending US Treasury debt expansion and a long-in-the-tooth business

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Recession concerns

Recession Concerns: The Main Street Economy vs. Wall Street Bubble.

Recession Concerns Below we look at the inverted relationship between the Main Street economy and the Wall Street bubble in

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