Evolution of a Short Seller
Frederick “Shad” Rowe is a long-only consumer focused investor with a stellar track record over 3 decades. In this talk, Shad...
Volatility – Virus, Bubble, Both?
Source: Episode Interesting look showing how various shocks impacted volatility trading over the past 27 or so years....
Trader’s Guide to Market Psychology & Emerging Tech
click for more info I am on a panel tonight discussing AI, sentiment, psychology and investing. (more info here). Come by...
2018: Return to Normalcy
Why 2018 in Markets Feels So Awful We’re back to normal after 2017, an idyllic outlier in many respects. Bloomberg, April 18, 2018....
Q1 2018 Was All About Volatility
Markets Stopped Being Boring in the First Quarter After February, investors started freaking over almost everything. Bloomberg, March 29,...
Bull Markets Can’t Start Until Bear Markets End
Pick Another Day to Celebrate the Bull Market’s Birthday Yes, the lows were on this day in March 2009. But the next...
When Bear Markets End
click for ginormous chart Source: RWM, Bloomberg There are many reasons why I believe you should not date bull markets from...
How Market Psychology & Technology Are Driving Your...
click for full event site I am very jazzed to be involved with the launch of a new Futures Forward series, analyzing how market...
Small Business Sentiment is Noisy, Unhelpful
Small-Business Sentiment Is No Help to Investors Surveys of how entrepreneurs are feeling have proven to be of little value. Bloomberg,...
Congratulations: It’s a Correction!
People Get Creative When Explaining the Market Correction There are some great stories being told now, all with crystal-clear hindsight....