Sunday, 10 February 2019


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... 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.


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