Market Commentary
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
April 2022 - Who will Cry Uncle First
February 2022 - History Doesn't Repeat Itself...But It Often Rhymes
January 2022 - Year 2021 Review and 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
May 2020 - Disconnected From Reality
April 2020 - The Trouble With Logic
March 2020 - Anything Is Possible
January 2020 - Executive Summary
October 2019 - Executive Summary
January 2019 - A Lesson in Behavioral Psychology
November 2018 - Executive Summary
October 2018 - Executive Summary
January 2018 - Executive Summary