July 2020 Newsletter

Market May Keep Building Up, Blowing Off ‘Froth’ for Some Time July could be a pivotal month in the coronavirus…

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June 2020 Newsletter

Does a V-Shaped Economic Recovery Make Sense to You? You don’t need me to tell you May was a chaotic month…

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May 2020 Newsletter

After a Calmer April, the Market is Offering a Gift to Those Who Need It In this month’s newsletter, I’d…

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March 2020 Newsletter

Coronavirus Fear May Lead to More Extreme Volatility, or Something Worse As February ended, the Dow Jones Industrial Average logged…

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February 2020 Newsletter

Disagreement Deepens Between Stock Market and Logical Bond Market Recently I pointed out that the current blow-off top rally happening…

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January 2020 Newsletter

2020 Market Forecast: Blow-Off Top Could Last All Year Before Reality Hits In last month’s newsletter, I noted that the…

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December 2019 Newsletter

New Market Highs Suggest a Classic ‘Blow-off Top’ May Be Underway After months of steep drops and cautious rallies, the…

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November 2019 Newsletter

Bond-Based Strategies Can ‘Soften’ the Impact of Uncertainty in Many Ways In a year that has seen the stock market…

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October 2019 Newsletter

Is the Banking System’s Recent Liquidity Crunch a Potential ‘Iceberg’? For the most part, September was another month of nervous…

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September 2019 Newsletter

With the Yield Curve Fully Inverted, Is the Clock Ticking Toward Recession? After hitting new record highs in late July,…

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