Month: June 2022

  • When the tides turn

    What happens when inflation starts coming down?

  • Beware of the Sucker’s Rally

    Stocks can experience face-ripping rallies during major bear markets. For example, in real terms the S&P 500 rallied 43% and 42% during the 1970s secular bear market. Similar rallies occurred during the Global Financial Crisis, Tech Collapse and Great Depression. These massive bear market rallies don’t always happen, but when they do they are like […]

  • Don’t Stop ‘Til You Get Enough

    Policy tightening won’t stop until trends change

  • Five chart fun

    Assortment of economic and market charts to spice up your life

  • Signs point to more weakness

    Although this is a bearish post, I’m not fully on the bearish side of the spectrum. There are powerful bullish counter trends in play, such as extreme negative sentiment (contrarian indicator) and declining volatility. Still, if someone put my nuts in a vice, I’d probably say I’m a bear right now. I’ll change my mind […]

  • $150 oil?

    On January 20th, 2022 I wrote a short post suggesting $100 oil could be in our future. Just over a month later I was right. (Sometimes it happens.) In the business of investing you only need to be right 51% of the time to make a living. Let your winners ride and limit your losses. […]

  • 55% of US Millennials earning $250k+ live paycheque to paycheque

    You’ve worked hard. You’ve earned that $70,000 car. You deserve that $3000 purse. You need those $10,000 vacations to recharge. Don’t you? It’s fun to spend money, but the dopamine hit quickly fades. To get that feeling, you need to spend more. And more. Some call it ‘retail therapy’. Others call it an addiction. Sadly, […]