Markets
- Breslow: The Market Has Disengaged From The Real World by Tyler Durden via Zerohedge
- An Overview Of Markets & Economic Growth by Joe Calhoun via Alhambra Partners
- Why Stock Prices Could Be Higher In 6-Months by Mark Hulbert via MarketWatch
- Market Says 2019 Growth Estimates Are Still Too High by Bob Pisani via CNBC
- The Black(Rock) Canary In A Coal Mine by Macromon via Global Macro Monitor
- Back To Trading Basics by Dana Lyons via The Lyons Share
- The Glaring Problem For U.S. Shale by Nick Cunningham via OilPrice.com
- Another Nasty Drop In S&P 500 Coming by Mark DeCambre via MarketWatch
- Is There More Trouble Ahead For Stocks by Jeffrey Kleintop via Charles Schwab
- America Is Not An Island by Kevin Muir via The Macro Tourist
- Would You Be Prepared For A 5700 Point Drop by Nigam Arora via MarketWatch
- “Unlimited Downside Risk” by JC Parets via AllStar Charts
Most Read On RIA
- Is The Market Predicting A Recession? by Lance Roberts
- Higher Rates Are Crushing Investors by Michael Lebowitz
- The #MAGA Market Trendline Is Broken by Jesse Colombo
- An Open Letter To Larry Kudlow by Doug Kass
- Average Stock Is Overvalued: Between Tremendously & Enormously by Vitaliy Katsenelson
- Fed’s Survey Of Economic Un-Well Being by Richard Rosso
- An Investor’s Desktop Guide To Trading by Lance Roberts
Research / Interesting Reads
- JPM: Expect $7.4 Trillion In ETF Selling In Next Downturn by Tyler Durden via ZeroHedge
- The Big Blockchain Lie by Nouriel Roubini via Project Syndicate
- What’s Wrong With 2% Inflation Target by Paul Volcker via Bloomberg
- Inside S&P 500, Most Stocks Already In Correction by Noel Randewich via Reuters
- Real Retirement Crisis Is High Cost Of Low Risk by Allison Schrager via Quartz
- Deutsche Bank: After The Pullback by Deutsche Bank
- Siegel Vs Shiller: Is The Market Overvalued? by David Hay via Evergreen Gavekal
- The George Costanza Portfolio by Cliff Asness via AQR Capital Management
- TSLA: Every Trick From Every Fraud To Put Lipstick On The Pig by Adventures In Capitalism
- Not All Corrections Become Bear Markets by Sue Chang via MarketWatch
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected..” – George Soros
Questions, comments, suggestions – please email me.