Category Archives: Equities

Comfortably Numb: Are We There Yet?

Markets certainly are. OKJust a little pinprickThere’ll be no more aaaaaaaah!But you may feel a little sick – Pink Floyd Hard to say what the pinprick will be.  My bet is higher inflation and higher interest rates.    On the … Continue reading

Posted in Equities, Uncategorized | Tagged | 2 Comments

The Moment I Knew America Was In Trouble

We are reposting a piece from June 1st as we were very concerned about the stability of the American Street and where the country was headed.  We were worried about a future full of “peril,” and after the events of … Continue reading

Posted in Equities, Uncategorized | Tagged , | 2 Comments

Inflation Cometh And So Is A Big Market Correction

It was hilarious, no, sad actually, to see a piece last week by some market strategist mocking the “inflation truthers.”   Kind of like “election truthers?” Of course, he surely knows the one thing that can knock the markets on their … Continue reading

Posted in Equities | Tagged , , | 3 Comments

Welcome to 2021, Y’all!

By Carol K. Happy New Year, everyone!  I hope everyone had a happy and relaxing holiday season – or as happy as can be in the midst of a global pandemic.  I’ve been fighting a bout of pneumonia and was … Continue reading

Posted in Coach C, Equities | Tagged , , , | Leave a comment

At Least Some Things Never Change

With the markets unmoored from historical reality (along with half the country, by the way) and valuations at historic and unprecedented extremes, it’s refreshing to see some things don’t change, such as the painful short squeeze taking place in the … Continue reading

Posted in Equities, Fed | Tagged , , | 1 Comment

How to Tell the Difference Between ‘Cyclical’ Companies and ‘Secular’ Companies

Cyclical companies are sensitive to economic cycles and their stocks outperform the market when the economy is doing well and underperform when the market is doing poorly. Secular companies generally underperform when the economy is strong and overperform when the … Continue reading

Posted in Equities | Tagged , | Leave a comment

S&P500’s Trick Or Treat?

S&P futures are getting schmoked at 11:38 pm PT, down almost 70 points, and approaching the 3200 critical support level.   The futures could bounce there, or before there, but we seriously doubt it holds.  The S&P will move into correction … Continue reading

Posted in Coach C, Equities | Tagged | 1 Comment

Misplaced Economic Priorities: Too Much Wall, Too Little Main

We are not taking a victory lap yet but we have been warning President Trump’s focus on the stock market was not only bad economics but also a losing political proposition.  Next Tuesday the option expires. But the juxtaposition of … Continue reading

Posted in Equities, Uncategorized | Tagged , | Leave a comment

Black Monday, 1987: Inside The U.S. Treasury

By Liam McPherson The following exchange took place between President Reagan and reporters after the market close on Black Monday, October 19, 1987.  Leaving to visit the First Lady in the hospital, President Reagan spoke just after the market lost … Continue reading

Posted in Equities, Equity | Tagged , | 21 Comments

QOTD: Only Buy Stocks That Go Up

QOTD = Quote of the Day Will Rodgers was way ahead of his time.    His quote defines the group think of today’s marginal buyer with the qualification that stocks always go up.  Well, at least, most of the time … Continue reading

Posted in Equities | Tagged , | Leave a comment