Financial Nihilism & The Trap Young Investors Are Walking Into
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
Speculative Narrative Unwinds
For nearly two years, markets were driven by the same speculative narrative that “this time is different.” Bitcoin, precious metals, and AI-linked equities rose not only because of robust fundamentals, but also because investors clung to powerful narratives about inflation, […]
The Market Cycles Potentially Driving 2026 Returns
Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided recession, and big tech lifted the indexes. However, those victories […]
The Bullish And Bearish Case For 2026
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
The South Park Market Of 2026
I have been a “South Park” fan for as long as I can remember, and while the show isn’t a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the show, characters […]
Precious Metals Aren’t Predicting Economic Collapse
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
The Market Risk In 2026 If Growth Projections Fail
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
2026 Market Outlook Based On Valuations
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such is why cycles repeat throughout history as lessons must be learned and relearned.
Bull Market Genius Is A Dangerous Thing
During extended upward-trending markets that reward risk-takers and punish caution, everyone is a “bull market genius.” That dynamic flips investor psychology and, over time, creates a false sense of control. As the market continues to climb, risk appears to vanish, […]