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Not So Magnificent
Stocks had their worst week since the start of the pandemic. Now what?
Apr 67 min read

Stocks Are Going Down
Stocks are falling, but it's not clear that a bear market has started.
Mar 105 min read

Stock Prices Face Many Challenges
There are things that investors who are bearish on stocks can do...
Feb 235 min read

Yield-Curve Inversion Is Gone
Fed Funds has dropped 75 basis points, but the 30-year Treasury Bond has increased in yield by 1 basis point. There is no inversion now.
Nov 14, 20242 min read

A New Big Bet of Mine
F inancial Select Sector SPDR Fund (XLF) is up 26.7% year-to-date and is up 5.2% in October. The ETF is very large. The top 10 holdings...
Oct 17, 20243 min read

Rates Are Rising
Betting against stocks hasn't worked this year, but rates are rising despite the FOMC action last month.
Oct 8, 20242 min read

Just Buy Stocks (and Lose)
"Long and wrong" is something I have experienced a lot over my 40+ years of investing, but I am currently suffering from a non-rhyming...
Jul 17, 20243 min read

The Top Has Been Getting Taller, But Stocks Have Peaked
I have been sharing my negative views on stocks here since March 5, when I discussed my outlook for Nvidia (NVDA) and Super Micro (SMCI)....
Jul 11, 20242 min read

Still Cautious on Stocks!
The S&P 500 , at an all-time high, has gained 85% over the past five years, and SPY is up140% since 3/23/00. The market seemed overly cheap
Jun 11, 20243 min read

I Am Still Cautious on Stocks
Stocks have been volatile recently! The S&P 500 looks like it topped in April and it has bounced since that pullback. It's up ahead of...
May 2, 20244 min read

How Low Can Stocks Go?
Stocks were hammered this past week. It was the worst move on the S&P 500 in a while. That index fell each day, pushing it to six...
Apr 21, 20244 min read

Stocks Are Scary
5 weeks ago, I wrote my first piece on this blog on regular stocks. I had written a piece about cannabis stocks, which I have been...
Apr 10, 20243 min read
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