June 20, 2022
Let’s talk about interest rates, bond yields, and knowing what’s priced in.
February 17, 2022
The gap between the 10-year yield and the inflation is hilariously wide. This is why the Fed is under pressure.
July 30, 2020
It is a busy day in financial markets. There was a handful of important economic reports that were reported this morning, including the Advanced GDP and weekly jobless claims.
October 8, 2019
While nothing happens here on the surface we keep trading the weakness of the bulls and the total lack of conviction of the bears.
April 1, 2019
The difference between medicine and poison is the dosage.
March 25, 2019
It has been nearly 10-years since the last recession. For the first time in seemingly forever people are starting to talk about the R-word and the possibility that one might be coming.
March 18, 2019
Do you know who else likes to recycle? The mainstream financial media. For what seems like the 200th time in the last six weeks (ignore the math) mainstream financial media outlets blasted the headline on Friday: “Markets up on Trade Optimism”. Very nice.
February 11, 2016
Everything has a cycle or a pattern that repeats, you just have to recognize the cycle and then trade the cycle.
