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Recession Probability: 99%

Recession Probability: 99%

We’ve had three straight banner years for the Federal Reserve.  In 2021, they said there would be “transitory inflation.” In 2022, they said we’d see no recession.  In 2023, they now say there isn’t a banking crisis – yet a panic is in play.  Against the backdrop of...
What Does the Fed Break Next?

What Does the Fed Break Next?

I hope you had a great St. Patrick’s Day. And I hope that your NCAA Brackets aren’t completely broken. I’m still holding on right now…  Barely.  The good news is that I’m a risk taker. I changed Arkansas losing to Creighton at the last minute to Texas beating...
The Insiders Are Buying

The Insiders Are Buying

Executives who sell their stock could do so for any reason.  Perhaps a CFO needs to send a child to college. Or they own a jumbo mortgage payment. Or maybe they believe that their cyclical business is facing strain. There are a large number of reasons why executives...
This Stock is Dirty…

This Stock is Dirty…

Dear Reader,  Shakespeare once wrote:  Gonna get rowdy Gonna get a little unruly Get it fired up in a hurry Wanna get dirty… I’m sorry.  No. That was Christina Aguilera.  I get the two confused all the time.  I’m the type of guy who is trying to get his carbon...