Sunday, 10 February 2019

U.S. QT


Tuesday, 5 February 2019

Monday, 17 December 2018

Starting To Look Ugly: Yield Curve Contraction and Slowing Money Supply Growth


Perhaps The Most Accurate U.S. GDP Recession Indicator Of Them All?


Thursday, 6 December 2018

Tuesday, 27 November 2018

Chart of The Day: An Ominous Sign For The U.S. Stock Market


Sunday, 28 October 2018

When In Bubble Territory...

...you should be prepared for substantial down-side risk.



Related: Yes, Fundamentals Usually Appear Strong Prior To A Sell-Off


Thursday, 25 October 2018

Don't Fight The Business Cycle

Not exactly an ideal recipe for major U.S. stock market gains going forward...



...especially given still rich valuations.




Related:

The 'CAPE To Saving Rate' Ratio Signals A Terrible 2018 For U.S. Stocks