Mike W

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Mike Williams’ articles will now be listed under the title “Demogrenomics”.

And Then the Paradigm Shifted

What a path we’ve travelled in 2016. Think back to the first few weeks of the year – the worst start in eight decades – to now. We started with calls for a terrible year. The red ink...

All Money Doesn’t Go to Heaven

Things will likely get pretty hazy from here on out with that foggy feeling only thickening the closer we get to mid-December. And the path ahead is still littered with tough steps. From the long-term investor perspective things...

What Masquerades As News

Not so long ago the biggest fear was that Trump would not accept things if he lost the US Presidential election. How quickly the world changes, eh? Now the media coverage for the first two weeks post-election is...

The Changes on the Way

I hope you got a chance to review the latest market overview video. If you have not yet grabbed a few minutes to do so - here it is for your viewing now. Step Back It's crystal clear...

The Way The Fear Blows

You can see our quick review video about where the markets ended up finding support here. The New “New” What’s all this slamming dividend payers, rampant chatter about huge internal sector shifts, cries over a dollar getting too...

Welcome to Trump’s World

The election dust is settling and a stunning set of events has unfolded since. I’ll look at these in more detail below. But first there’s an interesting comparison to how much of the country felt towards President-Elect Ronald...

The Trump Market Transformation

In the early morning hours, just as the world was beginning to recognize the tectonic shift unfolding on Election night, the Dow Jones futures were down almost 900 points. While it somehow now feels like that event happened...

How Investors Get Paid for Risk

Election confusion is the name of the game; it’s created a record long number of down days (more below on that), decimated a few sectors along the way, run almost all the bulls out of the building and...

The Economic Eggshells Beneath our Feet

So here we are, less than a week from election day, and the eggshells are scattered everywhere beneath our feet. It's hard to move forward without stepping on one, and it’s taken about 12 weeks but we are...

Slaying The Earnings Recession Monster?

Adrift: Floating without being either moored or steered; without purpose or guidance; lost and confused. There’s a kind of whipsaw effect on the markets with every election story and, here in the final week, don’t be surprised if...