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by Erik Conley
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. ...
by Erik Conley
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 ...
by Erik Conley
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 ...
by Erik Conley
I highlight the assets and sectors that are seeing the largest inflows and outflows of funds so far this year. I use the S&P 1500 Composite index (SPTM) as the benchmark, representing the ...
by Erik Conley
At the risk of sounding like a Cassandra, I think today's market decline portends even lower prices going forward. It's not the magnitude of the decline that I'm concerned about, but the fact ...
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