David Tepper was once asked about his thoughts on Gold and whether or not it has a place in the average investor’s portfolio. “The markets rarely are what we want them to be and are what we rarely want! It’s supposed to feel uncomfortable. What’s the only logical conclusion from this? If you’re investing in Gold, you’re not an investor;…
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
After several reiterations in the last week of trading, on January 18, 2017 Credit Suisse’s Christian Buss has downgraded J.C. Penney...
WAR is stressing global supply chains, inflation rises yet the S&P 500 went RISK-ON over the last two weeks!...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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