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Friday, 1 November 2019

Risk Assets And U.S. Banks Again Saved By The Fed

Saturday, 12 October 2019

Listen To The Bond Market

For more on the U.S. stock market, see my latest article:

Brace Yourself For What Ought To Be The Riskiest October On Wall Street Since 2008

Tuesday, 8 October 2019

This Ratio Usually Doesn't Climb Much Higher, And Tends To Drop As A Stone Together With The Stock Market

U.S. stock market valuations relative to the treasury yield spread

For more on stock market valuations and the yield spread, see my latest article: 

Wednesday, 2 October 2019

The U.S. Stock Market - Let's Party Like It's 1999!

Monday, 2 September 2019


Thursday, 15 August 2019

Not That Different This Time

Tuesday, 30 July 2019

Brace For Autumn

Monday, 22 July 2019

U.S. Personal Debt Is Not That Cheap To Service Anymore....

And the growth rate of those costs is starting to look a bit like 2000/2001 and 2007...

Friday, 10 May 2019