Analysis

“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same? Last week, amid a rash…
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The national news cycle has careened from one extraordinary and alarming story to the next. The brewing crisis in banks remains front and…
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In this week’s newsletter, we’re going to provide you with an inflation update based on some of last week’s important data releases and…
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The complex details of SVB's failure are still unknown, and the current state of affairs is driven by emotions Bond market volatility has…
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March has historically been a graveyard for stock market predictions  As the situation in global markets grows increasingly uncertain,…
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Welcome to the land of Dazed and Confused. I wrestle with these weekly Outlooks. Having been “in the action” for over 35 years in…
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Chaos Trying to fit a square peg into a round hole. Looking for in All the Wrong Places. Could we have known at the time what headlines…
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On Thursday’s, Markets Update, I mentioned that I was beginning to see some possible signs of deflation creeping into the the Inflation /…
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Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation,…
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Fears of bank runs precipitating a broader financial crisis helped spark a surge in bullion buying this week.The collapse of Silicon…
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