Author: Steve Blumenthal

Dow, S&P 500 & The NASDAQ Since 2000

Dow, S&P 500 & The NASDAQ Since 2000

We think the main attribute of the next crisis will be severe liquidity disruptions resulting from market developments since the last crisis.” – Marko Kolanovic, Ph.D., Head of Quantitative and Derivatives Strategy, JP Morgan Chase & Co. (Source: The Telegraph) […]

Demographics, Debt And Dalio

Demographics, Debt And Dalio

“It isn’t what’s in my head that’s most valuable, although I did learn a lot along the way; it’s knowing how to deal with not knowing that’s been the source of my success.” – Ray Dalio I’d like to take […]

Ned Davis On Onflation

Ned Davis On Onflation

“While asset prices have decoupled from fundamentals, the gap has been filled by quantitative easing, large cash reserves by corporations and worsening inequality.” – Mohamed El-Erian: In Investing, The Journey Is Not The Destination [timeles] Last week, investors were lamenting […]

Random Acts of Kindness

Random Acts of Kindness

“No act of kindness is too small.  The gift of kindness may start as a small ripple that over time can turn into a tidal wave affecting the lives of many.” Kevin Heath The car is loaded with clean clothes […]

Recession Watch? Ned Davis Research

Recession Watch? Ned Davis Research

“[T]he big elephant in the room is the Fed.” David Rosenberg Chief Economist and Strategist, Gluskin Sheff + Associates Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Baupost Letter Points To Concern Over Risk Parity, Systematic Strategies During […]

A Post-Volatility World?

A Post-Volatility World?

“The uncertainties are unusual in terms of number, scale and insolubility in areas including secular economic growth; the impact of central banks; interest rates and inflation; political dysfunction; geopolitical trouble spots; and the long-term impact of technology.” “In the vast majority […]