Record US Fund Flows
Record US Fund Flows
“The mind can be a wonderful tool for self-delusion – it was not designed to deal with complexity and nonlinear…
Research – Alex
The Yen is Done Yawning…
The Yen is Done Yawning…
“It might seem that if you have an edge, the way to maximize the edge is to trade as big…
Why Bond Yields Are Headed Lower…
Why Bond Yields Are Headed Lower…
“War, battles, and conflicts of all kinds (including poker) set in motion forces that quickly become unpredictable. Small defects or…
ETHUSD Geared Up For Another Run
ETHUSD Geared Up For Another Run
“For me, technical analysis is like a thermometer. Fundamentalists who say they are not going to pay attention to the…
Oil At Short-Term Bottom
Oil At Short-Term Bottom
“The most powerful word in the markets is “despite.” If you hear or see a comment like, “Despite the increase…
Dow Transports Breaking Out
Dow Transports Breaking Out
“The people of the time scornfully looked down on earlier epochs with their wars, famines and revolutions as periods when…
Small-Cap Buy Signals Abound…
Small-Cap Buy Signals Abound…
“Most of the time when markets move, no one has any idea why. A man who can tell a good…
CAPEX Anemia…
CAPEX Anemia…
“When art critics get together they talk about Form and Structure and Meaning. When artists get together they talk about…
So Bad, It’s Good?
So Bad, It’s Good?
There are two competing truths in this market right now: Trend Fragility: Retail and fund managers are at or near…
Very Dangerous…
Very Dangerous…
One telephone conversation with Gates in 1993 sticks in Ellison’s mind. “It was the most interesting conversation I’ve ever had…