Below, we look at the “everything bubble,” bond and stock correlation data and the iceberg(s) ahead… France Calls As I pack my bags for a quick trip across the Atlantic, I’m looking forward to some French wine and a needed... Read more »
Below, we look at the reality behind surging earnings, unemployment and GDP growth. The Sell-Side Happy Faces I recently spent a couple days at a HNW investing conference in a warm/wealthy climate with a pair of truly successful old-school business... Read more »
Below we look at the 2018 S&P earnings myth and the most recent real estate data from the Fed as to single-family housing numbers. Uncomfortable Calm? I’ve been traveling a lot. Sunny spots, rainy spots, cities, beach towns, horse trails,... Read more »
Below, we look at the main stream financial media, its bias toward spreading calm rather than reality, and the most recent example of mis-information regarding the banking risks as shown in Bloomberg’s most recent piece by Yalman Oranan. Fake News... Read more »
Below, we look at GAAP vs Ex-Items accounting as well as the math behind Wall Street profits and earnings in order to disclose the hype-driven headlines that have taken markets and investors well passed reality into dangerous waters. Trust Facts,... Read more »