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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Monthly Archives: November 2007
Looking up from the minutiae in order to see the big picture
Yesterday, I was chatting with someone about market returns since 2000. He mentioned with a chuckle an analyst who had stayed in bonds most of the past 8 years out of an aversion to risk assets, “that guy missed the … Continue reading
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A link to my BNN interview at 9:20 this morning
In recent months, BNN often does not archive guest clips on its web site, but today they did post a clip of my Market Lookahead interview this morning at 9:20 am. Thank you for the feedback emails from viewers who … Continue reading
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