Monthly Archives: November 2023

Month In Review: A November To Remember

This month’s price move in the S&P500 ranks as the fourth-best November in the post-war period.  Credit spreads came in quite a bit, and the Chicago Fed’s National Financial Conditions Index eased 20 points, simply stunning.  With such a significant … Continue reading

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Global Risk Monitor: Week In Review – November 24

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Coming Soon: The Best Trading Days Of The Year

“But as any mathematician knows, averages can be deceptive. Andrew Robinson, CEO of famed advertising agency BBDO, once said, “When your head is in a refrigerator and your feet on a burner, the average temperature is okay. I am always … Continue reading

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QOTD: Krispy Kreme’s Glazed Black Swan

QOTD:  Quote of the Day Shares of Krispy Kreme Inc. were downgraded last month on concerns weight-loss drugs would reduce demand for their doughnuts.  – Bloomberg 

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A November To Remember?

As of today’s close, the S&P move in just the first half of the month already ranks as the 6th most significant November monthly move in over seventy years. It’s challenging to find a similar set-up going into the end … Continue reading

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Christmas & Toy Spending Headed South [Pole]?

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Is It Russell’s Time?

Wow!  Humungo move on the decent inflation report.  A much higher probability of a soft landing is now being priced during the most wonderful time of the year for stocks.    The Russell 2000 was up a stunning 5.4 percent … Continue reading

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Wiedersehen German Economy?

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In Honor Of Veteran’s Day: The Butterfly Effect

Originally Posted: November 11, 2018 To honor Veterans’s Day,  we are reposting our June 2017 butterfly piece, which illustrates how sleepwalking can lead the world into a war that nobody wants. French President, Emmanuel Macron, warned today about sleepwalking into … Continue reading

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The Other Son

An apropos must-view movie, folks.

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