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Markets

Reality is setting in, but only slowly

I woke up in the middle of last night. And I checked my phone really quickly. I know I shouldn't do it. Studies say it's bad sleep hygiene. But I couldn't help myself. I was on edge about all of the market volatility and I needed to know…

Are equities bottoming?

I want to present two sides of the argument that equities are putting in a bottom. I think there's no doubt that equities are trying to put in a bottom, simply because equity markets are deeply oversold after the massive downdraft in…

We are now in a financial crisis

The awesome scale and scope of the coronavirus pandemic is now becoming clear as countries around the world enter lockdown and quarantine. And financial markets are in turmoil as a result. I am writing this before the open in NY. But…

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