Commentaries

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Preparing for the US Presidential Election

The US Presidential Election will be held on Tuesday 6th November and the election results should be known by the time the US financial markets open for trading on Wednesday 7th November. I

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What’s the Dumb Money Doing Now?

Back in May, as the stock market was heading into its final decline prior to this year’s seemingly improbable second half rally, I wrote an article called Dumb Money Sold in May and Went Away.  Later, this view was backed up with positions in global emerging bonds and markets, global bonds, developed global markets, frontier … Continue reading

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FrankenMarket Lives (On)!

Excerpted from the September 30 edition of Notes From the Rabbit Hole: I often refer back to my first publicly written article (FrankenMarket Lives, 2004) because it simply stated the terms by which the stock market lives here in the age of Inflation onDemand, which was kicked off by Alan Greenspan in 2001 and is … Continue reading

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