The Market’s Misdirection.
The Bears Are Right.

The fanfare that has preceded this week’s upcoming FOMC meeting has been uniquely extraordinary. Don’t let the bullish market magicians’ patter distract you from the real outcome. The bulls have a secret. They don’t really want the bears to know what’s happening! The bears are right… …Inflation is stubbornly elevated, …The job market is weakening,

The Market’s Misdirection.
The Bears Are Right.

The fanfare that has preceded this week’s upcoming FOMC meeting has been uniquely extraordinary. Don’t let the bullish market magicians’ patter distract you from the real outcome. The bulls have a secret. They don’t really want the bears to know what’s happening! The bears are right… …Inflation is stubbornly elevated, …The job market is weakening,

What You’re Not Hearing
About September’s Bad Reputation

Are you tired of hearing that the average monthly return data for September is bearish? You may even be tired of saying it by now. I am. The phrase “September is a bearish month” also frustrates the hell out of me when it’s not followed by some context or perspective that is helpful. The typical

What You’re Not Hearing
About September’s Bad Reputation

Are you tired of hearing that the average monthly return data for September is bearish? You may even be tired of saying it by now. I am. The phrase “September is a bearish month” also frustrates the hell out of me when it’s not followed by some context or perspective that is helpful. The typical

Dangerous Warning Signs, or Healthy Rotation?

Friday’s stock market locked in gains and/or continued a bearish rotation pattern (depending on your point of view). There was something for all the bears to support their view. The top 20 declining stocks in the S&P 500 suggested bearish tariff effects, AI weakness, and weakening consumer demand. However, the bulls didn’t relent; they pivoted.

Dangerous Warning Signs, or Healthy Rotation?

Friday’s stock market locked in gains and/or continued a bearish rotation pattern (depending on your point of view). There was something for all the bears to support their view. The top 20 declining stocks in the S&P 500 suggested bearish tariff effects, AI weakness, and weakening consumer demand. However, the bulls didn’t relent; they pivoted.