Tuesday, November 12, 2019

Video Commentary: Bear Markets, Timelines and General Conditions

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Headline and Quote of the Day

The S&P 500 is moving seriously further into all time high territory this morning -- thing is, nobody's seriously buying it (literally), at least not yet. Meaning there's virtually no volume; as I type about half the average number of shares have traded so far for this time of day.

Monday, November 11, 2019

Some Magical Thinking Going On In The Corporate Debt Market

In last Thursday's video I said the following, with regard to present under-the-surface risks compared to what we faced leading into the last "great recession":

Sunday, November 10, 2019

Chart, and Quote, of the Day

This chart and accompanying stats, along with Friday's video commentary and last week's weekly message, adds to our presently defensive narrative:

Saturday, November 9, 2019

Friday, November 8, 2019

Careful On The Slopes

IMA's CEO and Chief Investment Officer Vitaliy Katsenelson, in a recent Real Vision interview, offered up the perfect analogy for the market environment we in our view presently face:

Video Commentary: Quick Look At General Conditions

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