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Market Commentary


December 2024 - What's It About? Risk Reward & Where We Are Today

August 2024 - No One Rings a Bell at the Top

May 2024 - Some Thoughts in These Troubled Times

November 2023 - Fall Update

September 2023 - Fall Update

June 2023 - Predictions and Foolishness

May 2023 - Don't look for Logic, Part II

March 2023 - It's A Confidence Game

January 2023 - There Are No Absolutes

January 2023 - Thoughts for the New Year

October 2022 - There's a Time to Buy and There's a Time to Sell

August 2022 - Don't Fight the Fed

July 2022 - Why Markets Move: Don't Look at Economic Logic

May 2022 - Executive Summary

May 2022 - Volatility Ahead

April 2022 - Who will Cry Uncle First

February 2022 - History Doesn't Repeat Itself...But It Often Rhymes

January 2022 - Year 2021 Review & What We Can Expect in 2022

October 2021 - Current Market Status

November 2020 - Executive Summary

August 2020 - Further Musings on Markets Getting Stretched

August 2020 - We've Seen This Act Before

August 2020 - The Greatest Money Pump

June 2020 - Executive Summary

May 2020 - Disconnected From Reality

April 2020 - The Trouble With Logic

March 2020 - Anything Is Possible

March 2020 - Market Update

January 2020 - Executive Summary

October 2019 - Executive Summary

January 2019 - A Lesson in Behavioral Psychology

December 2018 - Market Update

November 2018 - Executive Summary

October 2018 - Executive Summary

January 2018 - Executive Summary


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