Monthly Archives: January 2021

The latest Hoisington Quarterly Review and Outlook throws some shade on sunny stimulus-fueled growth forecasts and explains why they remain bullish of treasuries: Provided there are no major changes by Congress to the Federal Reserve Act, we believe it is … Continue reading →

A lucid market overview in this 38-minute presentation.  It’s hard for words alone to capture the lunacy now afoot, long-term charts offer some perspective. Here is a direct video link.

Daily walks are a highlight in the COVID lockdown and, like many, I’ve been taking the opportunity to step offline and out for some air. Yesterday, two different neighbours at different points stopped to ask me about the stock market … Continue reading →