Uncategorized

Unprecedented Chaos

Was the negative oil price today an aberration or more or less an extension of the risks of a leveraged low (maybe even negative) interest rate structure. A structure that ferments extreme volatility and little reverence for value. Thinking outside…Continue Reading →

Sell the Fact

If the markets are smart today they will sell the fact. The recent runup from the fair value area at 2450 on the S&P to the 2850 area have been based around the rumor, perception, that Trump would try to…Continue Reading →

Special Panic Review # 2

Let Them Fail For all of you that have followed me over the years, you know that I agree pretty much with the views of Palihapitiya. by Tyler Durden Thu, 04/09/2020 – 20:20 TwitterFacebookRedditEmailPrint With millions of Americans sitting at…Continue Reading →

Special Panic Review

The 4/9/20 Monetary Panic This was for a personal forum in Facebook last Thursday. I rarely make a comment like this on the stock markets, 50 years in the business educates one to not make public statements, but today is…Continue Reading →