Expectations have changed, but expectations are not always met. Even if expectations are met, some have rapid feedback loops and some have slow feedback loops. The economic sphere is mostly slow, but sentiment does impact near term business decisions. The… Read More ›
The question of the week is whether the SP500’s spike to a new all-time high is a true breakout or a false breakout. It may not be long before we find out, but as someone whose core investment strategy is… Read More ›
The long view is simply about gaining some perspective as the market whip back and forth in a very extended market topping process. It is about understanding that the markets for all their ups and down have really gone… Read More ›