27 Jun: Enjoying the Volatility? (TWTW June 20-24, 2022)

Enjoying the Volatility? This past week – lucky for equity investors … – turned out to be a tad less painful than the prior one … The moves, as anyone paying attention would know, have recently become increasingly stomach churning… Room for error seems to be cropping up everywhere, and…

18 Jun: Oh Boy … (TWTW June 13-17, 2022)

So last week I wrote “Not your friend” talking about the “trend”. It sure was confirmed (unless you are sort) this past week, as markets first took things in strides when the FED’s Jerome Powell hiked 75 bps (and the SNB 50 bps …), BUT then … Thursday, a rather…

28 May: Clear and Convincing (TWTW – May 23-27, 2022)

Clear and Convincing … what the FED wants to see in terms of inflation coming down … While the latest FED minutes reinforced the notion that a succession of 50 bps are on their way, it also suggested the possibility of a pause – should incoming data suggest that inflation…

14 May: Narrative Driven Economy … (TWTW May 9-13, 2022)

Narrative Driven Economy …  I am “borrowing” this week’s title from remarks made by E.B. Tucker in an interview Daniela Cambone from Stansberry research recently conducted with him => Click HERE to access! because I think it encapsulates nicely the kind of market dynamics we are currently seeing playing out….

07 May: Flash Crash … (TWTW – May2-6, 2022)

Flash Crash … What a week … On Monday, as I recall, European markets kicked things off with a “flash crash”. Were they looking to mark the anniversary of the May 6th, 2010 flash crash a few days early? Who knows … It, of course, didn’t stop there… On Wednesday,…

30 Apr: Earnings to the rescue? (TWTW – Apr 25-29, 2022)

Earnings to the rescue? Of course we aren’t talking here about Google’s, which missed and saw its share price taken down, although modestly, when contrasting the drop with the earlier drops experienced by say Netflix. BUT – Microsoft earnings and outlook obviously provided some tonic for the market on Wednesday,…

18 Apr: Money talks … What’s it saying (Maybe?)

We’ve all heard the saying – Money talks … Apparently it means – If you say that money talks, you mean that people with a lot of money have power and influence. We’ve also all heard of the concept “skin in the game”, often linked to the idea that a PM, for example,…