Category: It’s a Bull Market

IT'S A BULL MARKET

The Fed Went Dovish Because It Sees Systemic Risk

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns…

IT'S A BULL MARKET

The Market is Going to Crash

The market is going to crash soon. How do I know? In the last 48 hours we’ve had… 1)   The Trump administration suggest that a China trade deal is close…

IT'S A BULL MARKET

The Fed Just Implicitly Admitted a Crash is Coming

If there was any wonder that something truly horrific is brewing in the financial system, the Fed has confirmed it in the last month. Let’s start with Fed Chair Jerome…

IT'S A BULL MARKET

Buckle Up, the Downturn is Just Beginning

Yesterday was a wake up call for the bulls. Unfortunately it’s only going to get worse. The fact is that no matter what verbal interventions Central Banks or the political…

IT'S A BULL MARKET

China is Approaching a “Systemic” Event

The next leg down is officially here. The big picture story for the markets is that the US/China trade deal is no longer important. Even if the two nations did…