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Kicking the Aluminum Can Down the Road

Currently I have brain fog from having a newborn child at home so if this post makes no sense at all…. I blame that. Recently I tried to use what little free time I have while the baby was sleeping to do some research on the stock market. Now I am not going to sitโ€ฆ

I’m So Back

To my one follower (thanks mom), I know you’re sitting on the edge of your seat to see this news. I spent the majority of last year overseas in Kuwait while deployed with the Army. What a unique and interesting experience it was. Unfortunately my patience was thin, and so was the internet bandwidth mostโ€ฆ

Sideways

I have been fortunate enough to keep a tab on the markets back home through various means while deployed in the Middle East. Mainly through weekly podcasts such as the Market Huddle, the Macro Compass, and a daily one Market Call. With that said itโ€™s been nice to have fewer media streams blasting me withโ€ฆ

A Jolt in January

Iโ€™m writing this on my phone as my wife takes over driving from Nashville back to NJ so many numbers are ~about~. This was a January rally that I was not expecting. Although the Markets may have been a bit oversold coming out of 2022, nothing of significance has changed. Yes, inflation is starting toโ€ฆ

Dolla Dolla Bill Ya’ll

A tale told by many, the US Dollar is gaining traction and wreaking havoc on the global economy. Tourists travelling from the US to countries around the world may see it as a luxury to finally be able to afford the Burberry coat in London. However, for the rest of the world it is becomingโ€ฆ

Nowhere to hide

I’m happy to say I was able to avoid almost all the carnage that has occurred over the last few months. I saw the markets slowing down last December and went to almost an all cash position. It was only a few weeks later that the markets started to sell, and had one or twoโ€ฆ

State of Affairs

It’s been a minute since I’ve posted as I have so frequently been taking time off from the markets and taking the time to plan accordingly. As the slogan on the website goes, “bulls, bears, and bystanders”, I have been more on the the bear/bystander side of the fence. In “Reminiscences of a Stock Operator”,โ€ฆ

Secular Rotation

Since the start of the new year, we have seen a pretty good size rotation coming out of over-valued tech stocks and into value stocks. This is happening due to the hawkish-ness of the Federal reserves latest testimonies. Finally, it seems the markets are starting to take interest rate hikes seriously, and respecting that theโ€ฆ

2022 Predictions

It’s currently January 9th when writing this, so I have 9 days of insight into what 2022 has to offer. 2-3 Fed Rate Hikes. The market has gone up almost 100% in some sectors of the market, and this is due to Qe and Fiscal Stimulus. The market and the real economy have been unhingedโ€ฆ

Okay Doomer

Yes, the title is supposed to say Doomer and not Boomer. Although you can frequently find me saying the latter. The reason is, I am somewhat of a Doomer. And for good freaking reason. Tell me the last good thing you have heard someone say? Inflation is Transitory? Except now people are saying we canโ€ฆ

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