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For months I've had an uneasy feeling about the sustainability of this great bull run. So many headwinds. So much debt. Such high prices, both for stocks and consumer goods. Two shooting wars. ...
Markets have absorbed the U.S. – Iran war launched on February 28, 2026 with remarkable speed. The S&P 500 recovered a 9% drawdown in just 11 days - the fastest rebound on record ...
In the last piece I told you why I built a system instead of trusting my gut. This one is about the ideas inside that system. The handful of principles everything else is ...
Drawdowns - The #1 Performance Drag The market is the most dangerous when it feels the safest. In June 2007, junk bonds - the riskiest corner of the bond market - were priced ...
Market tops rarely announce themselves. They emerge gradually, through a combination of overly-optimistic expectations and assumptions, subtle shifts in the macro picture, and a creeping deterioration in market structure that most investors overlook ...
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