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Olduvai III: Catacylsm
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Has The Market Trend Shifted From Bull To Bear?

Has The Market Trend Shifted From Bull To Bear? Why the recent volatility may mark a secular shift Emotions are running high for the investment community in the wake of recent market volatility. Up until August, we had been in the third longest period in market history without a 10% correction. Since then, stock indices […]

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As Goes The Credit Market, So Goes The World

As Goes The Credit Market, So Goes The World When confidence cracks, we’ll see it there first During the prior economic cycle of 2003-2007, one question I asked again and again was: Is the US running on a business cycle or a credit cycle? That question was prompted by a series of data I have tracked […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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