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Bull Market Highs

Jan 07 2022

Even “True Believers” Should Read This

  • Jan 7, 2022

Consider it a sign of the times: Here is the most bullishly slanted version of our “Estimating The Downside” exercise we’ve ever put in print (and likely ever will).

Dec 05 2020

Everything’s Great, And Everyone Knows It

  • Dec 5, 2020

The “Biden Bump” brushed away any lingering technical deficiencies in the stock market, but that happy state of affairs is reflected in extremely frothy-looking short-term sentiment indictors. We are riding the momentum to some extent, but with a lower base-level of exposure.