Search Results for: 5 Things

A Market Run By Press Conferences

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Introduction: We’ve noted two related market trends over the past few months.  The first is bad economic news is good for the market.  That’s because the Fed is more likely to slow rate hikes into a weaker economy.  Click the link for a more detailed description.  The second is the market has been trading based … Read more

Guest Post – Idiots and Inflation

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We’ve featured the work of Laks Ganapathi previously.  She’s smart, interesting, and subversive.  You enter a conversation with her expecting one outcome, and ten minutes later, realize she’s taken a completely different approach to the subject and has detailed reasons for her unexpected conclusion. I was about to write a piece on the connection between … Read more

I Know That You Know That I Know That You Don’t Know What You’re Doing

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The title is intentionally confusing. Introduction: One of the most challenging parts of trying to evaluate the stock market is the second-order game of figuring out what everyone else is expecting.  I’ve seen uncertain situations where we got the “bad” outcome and the stock went up on resolution of the uncertainty (even if it was … Read more

The Reason That “Bad” Economic News is “Good” for the Market

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Introduction: At various times, there have been situations where economic news that was better than expected led to an immediate market decline, and where negative or disappointing economic news led to the market rising.  This effect has been particularly pronounced this year.  Ever wonder who’s benefiting from a bad economy and want to know what’s … Read more

Walmart vs The White House

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‘When I use a word,’ Humpty Dumpty said in rather a scornful tone, ‘it means just what I choose it to mean—neither more nor less.’ ‘The question is,’ said Alice, ‘whether you can make words mean so many different things.’ ‘The question is,’ said Humpty Dumpty, ‘which is to be master—that’s all.’ Alice’s Adventures in Wonderland is one of … Read more

The Depth Report – Running on Empty Part V – What to do Now

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Overview: Contemplations on the Tree of Woe wrote Running on Empty, a three-part analysis of the petrodollar system that was so full of woe that it ran a full four parts.  That’s 33% more woe than had been promised.  Because we thought the series represented the kind of deep-dive analysis that we admire, we asked … Read more

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