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Olduvai III: Catacylsm
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Get Real

Get Real The final phase of a bull cycle is the most deceiving. It is the time when things are at their best, optimism runs wild, equities can do no wrong and any warning signs are dismissed as equity price action valiantly defies the reality that is to come. It is also a time when […]

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Eric Peters: “If US Stocks Finally Crack, Most People Will Conclude We’re Headed Into Another Depression”

Eric Peters: “If US Stocks Finally Crack, Most People Will Conclude We’re Headed Into Another Depression” Hypothetical “I was asked to lay out the case for the US being mid-cycle,” said my favorite strategist. “Residential housing is 4% of GDP now, that’s consistent with past recessionary levels. So perhaps it jumps to 8%,” he continued. […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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