The current market cycle is coming to an end, finally, over the next 6-8 weeks
This is what to look for, when we bottom and how I am positioning myself
The thesis, financial results interpretation, and business updates
Let's talk about the markets and moves I made
Let's Make Sense of This Short Term Narrative & Update on Buys/Sells I made
Let's start in 2004, after the NASDAQ Bubble and Before the GFC
From Sentiment to Fed Policy and Action, This is Historic
The Bifurcation of the Markets is Incredible and Isn't Sustainable
Market outlook, thesis, reminder of long term objective and moves made last week
A primer for the upcoming earnings season and a review of Silvergate's earnings call
This Will be the Story of the Markets for Awhile
Markets Remain Weak But Opportunity is High