Blue's Views

Bear market rallies tend to go higher than anyone expects; consolidation periods tend to last longer than anyone anticipates as well.

Don't forget the "E" in P/E!

This bounce may not be what the bulls are hoping for. I give reasons. I also review our strategic approach to "catching falling knives".

The last 14 years has represented a kind of "monetary Twilight Zone".

We're on the cusp of a REAL bear market, but shorts need to be wary of political realities and their natural disadvantages.

Bonds can't catch a bid, stocks look sick...will the FOMC meeting once again serve as a positive catalyst?

Far too many traders/investors are stuck in a 2009-2021 mentality. The rules have changed. Inflation is anchored. The Fed no longer has the market's back. 

Faith can carry a stock a long way, but in this tape it's all about empirical evidence.

The sneer-at-the-Fed #BTFD'ers have become the exit liquidity.

The Fed has lost control of market psychology; here's what they must do to regain it.