Contributor since: 2015
Company: StockResearch
Latest Articles
Groundhog Day: It's Still Hard To Justify Current Valuations With Fundamentals
On An Absolute Basis, It's Hard To Justify Market Valuations
Booms, Busts And Throwing Bodies In The Creek
The Deception Of Obvious Facts
You Can't Handle The Truth
Tigers, Ghosts, And Kryptonite: Risk Parity, CTAs, And Trend-Surfing
Retrenchment: Can The Markets Continue To Go Up Forever? Maybe - Should You Bet That Way? I Don't Think So
Gotta Have Faith: Credit, Banking On Trump, And Fed Up
Snow Crash: Market Narratives, Fact Vs. Fiction, And The End Of Central Bank Stories
Splashing Pots And Skinning Sheep
Being Deeply Superficial: Warhol, Charlie Brown, And The Balkanization Of Politics And The Economy
Market Outlook: Do I Feel Lucky?
What A Long Strange Trip It's Been In The Markets
May The Odds Be Ever In Your Favor
Deadpool: Bad Parents, Playing God With Markets, And Overvalued Equities
You're Not Sorry: Why The Fed Has Lost All Credibility And The Coming Return Of VAR Shocks
Lost Boy From Neverland: Worried Gurus, Crazy Rates And Opportunities
Low Global Interest Rates Are Creating Mountains Of Unstable Debt
Don't Worry About A Thing
The Wonderful Wizard Of Omaha
Don't Stop Believin': Banks Are A Buy Despite Worries About China, Terrorism, And Europe
Fly Me To The Moon - Risk Assets Are Ripping Higher - What's Next?
Young And Reckless - Oil, Banks And China's Debt Problem
FunkyTown - Negative Interest Rates And Why They Don't Work
Are We There Yet?
The Emperor's New Clothes
Don't Forget About Time
One Of These Things Is Not Like The Others
Toil And Trouble: Nike, Apple, McDonald's, Yum! And Value Creation
The Times They Are A-Changin'
The Times They Are A-Changin'