The Consensus View And Why It’s Wrong
The consensus view is that this crisis is all about the coronavirus. Once the coronavirus is contained, markets will bottom, if they haven’t already, and...
Author : Top Gun Financial Planning
Understanding The Consensus View And Why It’s Wrong
The consensus view is that this crisis is all about the coronavirus. Once the coronavirus is contained, markets will bottom, if they haven’t already, and...
Rethinking My S&P Price Target Under Civilizational Breakdown
The more I think about, the more inclined I am to think that we are heading for Civilization Breakdown, due to the collapse of the...
Rethinking My S&P Price Target Under Civilizational Breakdown
The more I think about, the more inclined I am to think that we are heading for Civilization Breakdown, due to the collapse of the...
The Possibility of Civilizational Breakdwon
Sent to Client List members Wednesday 3/18/20 at 8:35pm PST: 14 months ago (Jan 2019) in my Client Note “The Everything Bubble And The Second...
The Possibility of Civilizational Breakdown
Sent to Client Note List members Wednesday 3/18/20 at 8:35pm PST: 14 months ago (Jan 2019) in my Client Note “The Everything Bubble And The...
The Evolving Late Stage Bull Market
Last week, James Mackintosh had an interesting article in the WSJ about the stealth bear market. His main point was that stocks have essentially gone...
The Evolving Late Stage Bull Market
Last week, James Mackintosh had an interesting article in the WSJ about the stealth bear market. His main point was that stocks have essentially gone...
The Everything Bubble And The Second Great Depression
The importance of Apple to the foundation of the everything bubble cannot be overstated – Kevin Duffy, Co-Founder, Bearing Asset Management The last few months...
The Everything Bubble And The Second Great Depression
The importance of Apple to the foundation of the everything bubble cannot be overstated – Kevin Duffy, Co-Founder, Bearing Asset Management The last few months...