Anticipating the anticipations of others

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Chill Pill

The Covid-19 virus crisis is mutating again. What first started as just a health issue, quickly became more about the economy. It is now...

Battle of Midway

It was June of 1942. The U.S. Fleet scored a decisive victory over the Japanese Imperial Navy in the South Pacific. It was a turning...

Phasers on Stun

Last week's market bottom has left many among us wondering just what happened. Is the 'V' shaped rally a sign of the all-clear? Have I...

My Favourite Martian

The Scene: Aurion Capital Boardroom, March 9, 2009. The Players: Three PMs and a Perma-Bear Investment Strategist. The Plot: Strategy...

Fla-La Land

Social Distancing - Anna Maria Style I have tried to enjoy my remaining time on idyllic Anna Maria Island, but I find myself increasingly...

Pushing On A Strain

Yesterday's stock market rally that caught everyone off-guard made complete sense to me in hindsight. Too bad it didn't wait for Tuesday...

RIP, Buy the Dip

In a Pavlovian response to the sudden easing of financial conditions (mostly from bond yields collapsing) stocks tried digging in their...

Out of Gas

Last week I compared the market to an attempt to climb a mountain peak into the death zone. Using supplemental oxygen, climbers can go...

Death Zone

When mountain climbers dare to ascend above 26,000 feet, they enter a zone where risk of sudden death is omnipresent. In those rarified...

Stocks Gone Viral

Now that stocks have temporarily been released from quarantine, led by the TSLA rocket ship, the blissful equity bubble is back on. And...

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