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Chart Books
June 9, 2017

Dow Theory Reimagined

Charles Dow, in addition to maintaining an epic beard, famously created the Dow Theory concept.…
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Chart Books
April 25, 2017

Small Cap Hedges Could Soon Start To Pay Off

4/28/17 I think it's time for a little Friday fun with fractals. Below are a…
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Chart Books
January 11, 2017

This Rally Rests On A Towering Pile Of Junk

1/13/17 It was the Nasdaq's turn to outperform this week as the FANG stocks finally woke up.…
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Market Comments
January 6, 2017

‘The Triumph Of Hope Over Experience’

Samuel Johnson famously called second marriages, "the triumph of hope over experience." I think this phrase…
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Market Comments
September 17, 2016

True Investors Have Never Witnessed A Greater Opportunity

In January of 2000, John Templeton decided to sell short nearly $200 million worth of…
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