Insights
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Confusing New Bases with Market Tops
Here we are looking in on the end of the first month of the summer haze. The charts below will...![](/media/fbejqdhb/capebanner.jpg?width=480&height=360&rnd=133074755652200000)
What About What ISN’T Happening?
I find myself somewhat mesmerized by the media’s efforts to constantly keep us on edge. The headlines about the virus,...![](/media/jl2blt3z/profit-loss.jpg?width=480&height=360&rnd=133074754868500000)
Hell is Thawing
Even as the underlying economic data continues to improve from the previous "hell just froze over” levels, the fear in...![](/media/3ikpfjuc/capitalblog.jpg?width=480&height=360&rnd=133074705567930000)
Optimists avoid hangovers
“Capitalism has not proved as flexible as it was supposed to be. Governments have not been all-wise or far-seeing. Life...![](/media/jhgpflxr/bearmarket.jpg?width=480&height=360&rnd=133078002794600000)
Learning to Think Beyond Today
Let’s think about the global shutdown, and the shortest bear market on record (33 days) that it created. No one...![](/media/5yrpog2t/panic-button-banner.jpg?width=480&height=360&rnd=133074755647970000)
Is the End Now Nigher than Nigh?
Well, that was ugly… Last week’s markets opted to apex into a nadir, so to speak. Was it the end...![](/media/uh1n30g1/blogpagebullvbear.jpg?width=480&height=360&rnd=133074754833270000)
The Good News? Investor Sentiment Still Stinks!
The bears are awake again. In time, I am afraid we are going to find that we were all over-looking...![](/media/feud3fik/aftermathbanner.jpg?width=480&height=360&rnd=133074755601070000)
Who’s Picking up the Covid Cheque?
We’ve just lived through the shortest bear market on record. It lasted just 33 days. For most, the losses of...![](/media/fbaj0eic/wouldyouhavewelcomedthe2008-09recessionifyouhadknown.jpg?width=480&height=360&rnd=133074755643800000)
Would You Have Welcomed The 2008-09 Recession If You Had Known
Let’s start with investor sentiment. There are still more bears than bulls. And 65% don't like the market, while only...![](/media/hgul2xk2/thetoughlessonslearnedindarktimes.jpg?width=480&height=360&rnd=133074755642470000)
The Tough Lessons Learned in Dark Times
"Courage is being scared to death – and saddling up anyway." – John Wayne I would highly recommend no one...![](/media/p5eboo1l/goodcompaniesusedebaclestogetbetterateverything.jpg?width=480&height=360&rnd=133074755639730000)
Good Companies Use Debacles to Get Better at Everything
Short-term headline addicts will see the endless commentary on the disruption happening throughout the world as negative and scary. Long-term...![](/media/dblhxigj/getusedtohearingbetterthanexpectedbaner.jpg?width=480&height=360&rnd=133074755638470000)