Why Missing Out is Far Worse Than Running Out

The Job Openings and Labour Turnover Survey (JOLTS) came out late last week revealing a staggering number of new US job openings. And yet, that’s got to be bad somehow, right? Well, there are more jobs available, more...

Why the Bulls are Nearly Extinct

It appears the ugly season is over…for now. That said, while all those terrifying earnings announcements have begun to recede, be sure they’ll return as part of the end of Q1 announcements in another 5-6 weeks. And guess...

The Alarmists’ Circle of Mistrust

When I was just getting started in this business, I had a couple mentors (rest their souls) who taught me a lot. And I’ve learned a great deal from several more since. But it’s odd sometimes how you...

I’m in a ‘Nitty Gritty’ State of Mind

Growing wealth requires us to eventually get to a stage where we stop telling ourselves stories, and let reason replace the urge to be afraid all the time. Some folks refer to that state of mind as “Getting...

The March of ‘The Terribles’

“You know, Hobbes, some days even my lucky rocket ship underpants don't help.” Calvin & Hobbes As we said goodbye to 2018, we were lambasted by commentators telling us that the world was ending…once again. The list of...

The End of the World Has Been Greatly Fabricated

Folks, the growth rate is slowing. And when the unrelenting fear over this mathematically obvious turn of events settles down, the masses will eventually recognize that this is not a bad thing. Here’s the weekly S&P 500 earnings...

What No Bear Market Has Ever Managed to Do…

It seems like the weekends have been reduced from the two full days of my youth, down to about 16 minutes now. It’s moving fast out there and getting faster. Billions and billions of dollars have fled the...

Employment, Earnings and Technology’s Endgame

Forget the false news you hear all the time about how US jobs growth is all about part-time positions getting filled. That "fact" could not be farther from the truth: Scott Grannis of the Calafia Beach Pundit shows...

China: What You Don’t Know You Don’t Know…

Am I crazy, or did 2019 just start like 9 hours ago? One and a bit months down and 10 and a bit to go in the New Year, and to celebrate the newfound energy in the market...

MISSING: Financial Train Wreck, Answers to ‘Brexit, Trump, Earnings or Rates’…

This latest investor panic and exodus from anything even remotely perceived as risky seems to have run its course…for now. So, was it worth it for those who bought into all the selling out? Dash of Insight’s Jeff...