Dazed and Confused…about moneyThe misconceptions surrounding the understanding of the fiat monetary-system causes governments to implement inhumane austerity policies…Nov 25Nov 25
Rate Cuts Can have a Dark SideMoney drives both the economy and the stock market, but most people simply do not understand what money is or where it comes from.Sep 30Sep 30
Like the 1990s, But BetterThe current economic situation parallels the late 1990s dotcom bull market, driven by disruptive AI technology, government deficit…Sep 13Sep 13
Why The Bull Market ContinuesIn the short term, the seasonal weakness is approaching, but the change in monetary conditions (easing of rates) could support the SPX…Sep 2Sep 2
The Economy and the Stock Market Under Republican and Democratic PresidentsAhead of the 2020 US election, there was a consensus view in the media that Republican presidents were better for the economy than…Jul 28Jul 28
There is a Divergence in the MarketThe market is not driven by headlines — it gets “jiggled”by headlines, but not driven. It is driven by two factors: funds and fear. The…Jun 17Jun 17
Our Models Were RightA couple of weeks ago, we presented some of our models that were telling us to expect weakness in the market. During the past week, they…Apr 19Apr 19
Our Models are Predicting a Headwind for the Stock MarketWe have developed a stable of proprietary models which track the S&P500 (SPX) with a high correlation. In this piece, we demonstrate four…Apr 41Apr 41
