Earnings up, multiples down. Such seems to be a straightforward rationale for why investors should...
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Bulls “Buy The Dip” But Is The Risk Really Over?
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: Shortest Recession In History Sets Up Next Recession
The recession of 2020 was the shortest in history. Given the recession was cut short by record...
Technically Speaking: Hedge Funds Ramp Up Exposure
The "Fear Of Missing Out" has infected retail and hedge funds alike as they ramp up exposure to...
Knowledge Vs. Experience: Why Most Investors Wind Up Losing
This time isn't different. Knowledge vs. experience. When it comes to investing, such is what...
Earnings Season Kicks Off With Markets Priced For Perfection
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: Monetary Policy Is Not Expansionary.
Monetary policy is not expansionary despite widespread belief otherwise. We review the actions by...
Technically Speaking: Bubbles Are Evident After They Pop
Bubbles are evident, and only get acknowledged, after they pop. Such is because, during the...
Infrastructure Spending Could Be Good, But It Won’t Be.
Infrastructure spending can be economically beneficial. But, unfortunately, the type of "spending"...
Yields Plunge. Dollar Surges. The Reflation Trade Unravels.
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
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