Stocks Are Up, But Conditions Are Weaker
Fundamentally, conditions are now weaker than they were when stocks last traded at these levels, which was at the start of this year.
Latest
Key Market Shifts Are Underway With Bigger Moves to Come
Overall global growth will slow because of the U.S.’s misguided policies, but the biggest loser will be the U.S.
Revisiting a Few Old Ideas – and Sharing Some New Ones
An update on my previous and current market views
The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell
The risk of potential erosion of the dollar's status as the world's reserve currency cannot be emphasized enough
A Brief Mid-Week Update on the Market Chaos
There will be no real winners in this sort of battle, but for sure there will be lots of losers.
We Are Now in a Giant Mess
The ramifications of this are terrifying as Trump and his team have now set in motion a clearcut path to stagflation
A Rare Market Signal Is Flashing - And It’s Not Good
This is a very rare phenomenon that was last seen during the crisis in 2008
Is the Market’s Optimism Premature?
We need to see what policies finally emerge on April 2nd, the so-called Independence Day.
The High Cost of the U.S. Kicking the Can Down the Road
My long-term view of the dollar has been quite negative for a while, but the recent political shifts have accelerated it
Chaotic Market Conditions and Worsening Prospects
The US economy has displayed ever-increasing signs of weakness and vulnerability.
A Week of Turmoil and Opportunity
It has certainly been an action-packed week.
Are We Repeating History?
There has been a remarkable shift in global dynamics, and it raises a host of questions
A Closer Look at Stocks
The recent rally has been remarkable as market participants shrugged off disconcerting, disappointing economic data
What's Next for U.S. Stocks?
The US is clearly the global economic star right now, and it seems that everyone wants to participate in the action