And Just Like That…
Through the first half of 2021, the US Initial Public Offering (IPO) market hit record after record, as proceeds and…
Reversion to the Meme
Image: KnowYourMeme.com “A gold mine is a hole in the ground with a liar standing next to it.” – Often attributed…
Positioning Recommendations – March 25th, 2022
Implausible Deniability? The economic and geopolitical headwinds are blowing much stronger than they were prior to Russia’s attack on Ukraine. …
Planning Strategies for Market Volatility
When markets are down, it is easy to panic and question your investment strategy. While markets have bounced back in…
Time To Call It A (Bubble) Wrap
In this final chapter of Bubble 3.0, I cover the subject a number of you have been asking for since…
EVA Readers Rock!
Your response to our Ukrainian relief message has been extraordinary!! It appears that we will at least hit $75,000, with…
Positioning Recommendations, March 18th, 2022
Send In The Drones Is this just a bear market rally? Or is the stock market poised for a further…
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the…
Piling On The Fed… The Price of Bubblenomics
You probably know by now that I tend to do things in an unconventional way. Publishing Bubble 3.0 via Substack…
Important Message
Below is a re-send of this message, which originally posted yesterday but has since been updated to include the correct…