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Cory’s Chart Corner
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Maybe it is different, but the decline in breadth is playing out as it did during the Tech-wreck why, because humans are involved. Same ol'e crazy!
h/t @MauiBoyMacro
“.. equity market breadth has narrowed in recent weeks to one of its lowest levels on record. The S&P 500 has rallied by 14% from its low in late March and now trades at a new record high. However, the median S&P 500 constituent remains 13% below its respective high.” 👇🏼
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Category Archives: Main Page
Hoisington Q2 2025 Review and Outlook
Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary. Hoisington points out that this is only the first-round effect: Second, third, and … Continue reading
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Green: high-quality bonds offer rare value, while equities overpriced and speculative
Worth a listen to this one. Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a direct video link.
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Klarman on Finding Value and Maintaining Discipline
A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most haven’t thought that far; … Continue reading
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