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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: July 2022
Bears are a series of ladders and snakes
The S&P 500 closes July in its fourth and largest counter-trend rally since beginning the 2022 bear market (green highlights below from my partner Cory Venable)–now just -14% from its January 4th high. Other recessionary bears have included a series … Continue reading
Energy and pollution solutions exist now: Mark Z. Jacobson
Unlike most people who share their opinions and biases about energy and climate, Mark Z Jacobson has been an independent environmental and energy engineering expert focused on math-based solutions for the last thirty years. His most recent book “100% Clean, … Continue reading
Lebowitz: Don’t underestimate this bear market
Worthwhile discussion in this segment. For decades now, nations have been taking on debt far faster than their GDP has grown. They’ve kept the borrowing binge alive by having their central banks conspire to push interest rates ever lower. But … Continue reading