Asides

IT'S A BULL MARKET

Buckle Up, It’s About to Get Nasty

The bond market has done the Fed’s job for it. The reality is that the Fed is way behind the curve. True, the Fed is raising rates, but it is…

IT'S A BULL MARKET

The Bull Market in Stocks is Dead Until This Happens

For weeks we’ve been pounding the table that the bond market was flashing “danger.” Just about everyone else on the planet was claiming, “rising rates don’t matter.” We now know…

IT'S A BULL MARKET

What Happened Yesterday? Read Here to Find Out

The markets just changed. Few understand what happened to the financial system after 2008. What happened was that the debt based financial system began to implode as debt deflation took…

IT'S A BULL MARKET

The Risk Parity/ Short Vol Trade Just Blew Up

The risk-parity fund market rig is officially over. Throughout 2017, I noted that “someone” was slamming the VIX lower to force risk-parity funds to buy stocks. If you’re unfamiliar with…

IT'S A BULL MARKET

Warning: Stocks Are In Serious Trouble

On Friday, the market finally woke up to the reality of rising rates. The truth is that Central Banks have been printing money for too long, maintaining “emergency” levels of…