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News
The Verb - by Michael W. Green
2+ mon, 1+ week ago (683+ words) It’s July 5th. I spent the weekend in the Pocono Mountains, where the “unexpected” played a role. Power has been out for roughly eighteen hours: So I apologize for the delay in sending this out. I discussed the idea that “Man…...
So tired - by Michael W. Green
4+ mon, 2+ week ago (231+ words) It was a heck of a week. The old faithful Transports index blew up. An index in existence since 1896 did something truly unprecedented — it completely diverged from the broader market. If you bought the actual Transport index (price-weighted) versus the…...
Part 1: My Life Is a Lie
9+ mon, 2+ week ago (1871+ words) Correlations are spiking as MOST stocks move in the same direction each day even as megacap tech continues to define the market aggregates: Market pricing of correlation is beginning to pick up… remember this is the “real” fear index and…...