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Weekly Market Recap Apr 29, 2018
The indexes swung back and forth between sleepy days Monday, Wednesday, and Friday to >1% swings on Tuesday and Thursday. Earnings and bonds were indeed the theme of the past week. The rise in...
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Weekly Market Recap May 6, 2018
The indexes continue to mark time range bound at lower levels (with moderately high volatility) which should be a concern for bulls until it changes. Unlike consolidation after a move up, this is...
View ArticleDo you know what you donât know?
A Tweetstorm That Every Investor Should Read A Wall Street veteran makes the case for acknowledging our ignorance. Bloomberg, May 11, 2018 Yesterday, James OâShaughnessy posted a long and...
View ArticleSuccinct Summation of Weekâs Events for 5.11.18
Succinct Summations for the week ending May 11th, 2018 Positives: 1. March saw 6.55mm job openings, a record number (survey dates back to 2000). That was up from 6.08mm in February; 2. Jobless claims...
View ArticleThis Is America
Childish Gambino – This Is America (Official Video) You can hide in plain sight. Donald Glover was on “Community,” is in the second season of his own highly-lauded series “Atlanta” and has one of the...
View Article10 Weekend Reads
The weekend is here! Pour yourself a mug of Blue Bottle coffee, grab a seat under the big umbrella, and get ready for our longer form weekend reads: â¢Â The Next Bond Crash: An ETF Story (ETF.com)...
View ArticleMIB: Jim Chanos on Having an Edge
This week, we speak with famed short seller Jim Chanos, founder and president of Kynikos Associates LP, the worldâs largest exclusive short-selling investment firm. Chanos has identified — and sold...
View ArticleSeinfeld & Letterman At FYSEE
fyc.netflix.com/fysee.html I’m numb. I drove home with the radio off. I just want to bask in the experience, the greatness, of two men still at the top of their game in the flesh. It was the...
View Article10 Sunday Reads
My easy like Sunday morning reads: â¢Â How the Father of Computer Science Decoded Natureâs Mysterious Patterns (New York Times) see also The Man Who Changed the World, Twice (New York Times) â¢Â...
View ArticleTranscript: Jim Chanos, Kynikos Associates
The transcript from this weekâs MIB: Jim Chanos on Having an Edge is below. You can stream/download the full conversation, including the podcast extras on iTunes, Bloomberg, Overcast, andÂ...
View ArticleAn Honor Code for Life
Graduates: Hereâs an Honor Code for Life Amid a national epidemic of dishonesty, acting with integrity is more important than ever. By Michael R. Bloomberg May 12, 2018, 10:42 AM EDT The...
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Weekly Market Recap May 13, 2018
The indexes were looking a bit rocky the past few weeks, with a consolidation at lower levels with no real attempt at an upthrust -- but the rally late in the week certainly helped prospects. The bulk...
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Weekly Market Recap May 20, 2018
This was a generally quiet week in the senior indexes, consolidating some of the prior week's move up. That said the Russell 2000 had some very nice action with a "breakout!". Otherwise pretty quiet on...
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