I have tried to stick to my guns (bearish ones), continually poking holes in the the short run bull case for equities but it is becoming increasingly hard in the face of some of the …
Continue readingTIF
For the last few weeks I have been scratching my head and wondering when the equity markets would start to recognize that the economy is slowing at around the exact time the fed will be …
Continue readingNot a great week for the economy, in my opinion, as most of the data reinforces my belief that we will most definitely see a slowdown in economic activity in the 2nd half of this …
Continue reading