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Breakfast was easy this morning, as I continue to wipe plenty of egg off my face from my recent deflationary call on the markets. I moved my wife’s 401K stash from gold stocks into pure cash, as I thought gold was looking toppy and not acting well. Since that time, gold fell a bit, and […]
We’ve been discussing market and societal cycles in great detail recently, as we try to uncover clues as to how this current mess is going to continue to unfold. History may not always repeat, but to quote Mark Twain, it certainly rhymes. I have little doubt that we are now in a secular bear market […]
Nice video on CNBC featuring economist David Rosenberg…I really enjoyed his insights here, and would highly recommend a watch of this piece. Rosenberg believes this recent rally has priced in good news up until 2011 or 2012…and thinks 650 is a generous fair value for the S&P based on current fundamentals. He also thinks the […]
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