Archive for June 2021

Tough Balloon

Have you ever tried to pop a balloon and all it does is resist the pressure? So it is sometimes tough, but Yes, somebody has to take the opposite side of the story. What if bond yields are declining because…Continue Reading →

Peak Euphoria

The Hot Inflation numbers today are unleashing an exuberance that is crossing all barriers. Stocks, commodities, and Bonds are having a good week. Only Gold is a laggard. The stock market has held in nosebleed territory for so long, since…Continue Reading →

The Top Mentality

As all of this investment game started going off the rocks in August 2020, I asked myself, how will this end, obviously this is all out of control. So here we are now, 10 months later, to me getting even…Continue Reading →