Archive for September 2021

What Could go Wrong ?

For a bit of Saturday morning reading please take a look at the Home page listing for “What Could go Wrong? by John Mauldin. It outlines a number of items pertinent to the market at this point. A little backstop…Continue Reading →

Hammer Time

Today is the biggest opportunity for hedgers that we have seen in this whole Bubble Play. See chart here for the adjusted FANG stocks, FANG divided by the 10 year rate, number is down big this morning (at 9:00 AM…Continue Reading →

Only One Thing

That you need to keep in mind at this point… And that is by any measure, the stock market is grossly overvalued. You can look at earnings vs price, GDP vs Market Capitalization, etc, all show the same thing. What…Continue Reading →