Posts
June 24, 2017

Yes, Bitcoin Is A Bubble And It’s About To Burst

The popularity of trading Bitcoin has now reached the point where none other than the…
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Posts
June 15, 2017

This Is What The Blowoff Stage Of A Stock Market Bubble Looks Like

We saw the "blowoff" top in bonds last summer (see this and this). This summer…
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Posts
May 18, 2017

Investors Better Hope This Time Really Is Different

A version of this post first appeared at The Felder Report Premium. "This time is…
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Posts
May 11, 2017

I’m Hearing A Lot Of Smart People Use ‘The Four Most Dangerous Words In Investing’ These Days, Part Deux

It's hard to believe it was over two years ago I wrote, "I’m Hearing A…
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Posts
May 2, 2017

When Your Uber Driver Tells You To Sell Naked Put Options…

I've written some here about the "short vol" trade, it's various forms, how it's grown…
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Posts
March 17, 2017

3 Charts That Show Stock Market Euphoria Is Totally Unprecedented

"Bull markets are born on pessimism, grown on scepticism, mature on optimism and die on euphoria."…
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Posts
March 11, 2017

3 Charts That Show Stock Market Valuations Are Totally Unprecedented

Last week I updated the Warren Buffett yardstick, market cap-to-GNP. The only time it was…
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