The Other Great Rotation – From Hope To Change

“Peak Hope”…?   (h/t @Not_Jim_Cramer)     [...]

Shiller Worried About "Boom In US Stocks… Bubbles Look Like This"

On the heels of his recent appearance pouring cold water on Jim Cramer's housing recovery exuberance, recent Nobel Prize winner Bob Shiller unloads another round of uncomfortable truthiness (presumably on the basis of his future-proofing tenure gua… [...]

What’s The Difference Between Markets & Reality? About 22% YTD

Faith, hope, and confidence are the 3 key factors driving stocks at this point with fundamentals lagging an awkward 4th place. Faith in the perpetual central bank put (and bad news is thus good news); Hope that repeating the same 'experiment' f… [...]

What Happens When This Chart Hits Zero?

Dodos, Dinosaurs, and soon ‘Bears”…   What happens when there’s no one left to sell to?   (h/t @Not_Jim_Cramer)     [...]

When They Say The Global Economy Is Growing They Really Mean This…

Forget “A Tale Of Two Cities,” the entire world is “A Fiction Of Two ‘Economies’”…     h/t @Not_Jim_Cramer     [...]

This Can’t Be Good…

Presented with no comment*… (h/t @Not_Jim_Cramer)   *except a big shrug…     [...]

And Today’s Other Anniversary…

With all eyes glued to the anniversary of the assassination of JFK 50 years ago, we thought it worth noting that the death of another important American figure – the USDollar – began exactly 100 years ago. Today in 1910 Sen. Aldrich, 1 yr after introdu… [...]

Only 20% Of Economic Expansions In History Have Lasted Longer

With the duration of the current bull market now the 4th longest in history, we thought it worth noting just how unusual this business cycle has been. As the following chart shows, the current ‘expansion’ has lasted longer than 80% of all the 33 previo… [...]

The Scariest Chart For Stock Bulls Ever

What happens when there’s no one left to sell to…     (h/t @Not_Jim_Cramer)     [...]

Look Away

If you are still of the belief that the stock “market” is a market of stocks idiosyncratically valued based on the aggregate of investors weighted expectations of future earnings potential, we highly recommend you look away from the chart below. If, ho… [...]