Monthly MOTR Checkup (MMC): “Keep Calm and Carry On!”
“Keep Calm and Carry On!” Despite all the macro concerns, and even with the impending seasonal market weakness of September,
Monthly MOTR Checkup (MMC): “Crossing the Bridge of Extremes.”
“Crossing the Bridge of Extremes.” Many extreme relationships have resulted from what is now a 17-year-old bull market, measured off
Monthly MOTR Checkup (MMC): “Protective Fence Keeping Monsters Out.”
“Protective Fence Keeping Monsters Out.” Asset bubbles are nothing more than story telling. Like every story that has been told
Monthly MOTR Checkup (MMC): “We’ve Seen This Movie Before.”
“We’ve Seen This Movie Before.” I recently had the privilege of presenting at the CMT Boston Spring Summit on May
Monthly MOTR Checkup (MMC): “Happiness Equals Results Minus Expectations.”
“Happiness Equals Results Minus Expectations.” We all know that stocks are volatile, but still, we behave as if we didn’t
Monthly MOTR Checkup (MMC): “If it Looks, Walks and Talks Like a Bear…”
“If it Looks, Walks and Talks Like a Bear…” Conditions today mirror those of most environments that result in meaningful
Monthly MOTR Checkup (MMC): “Bullish, but Head on a Swivel.”
“Bullish, but Head on a Swivel.” Conditions remain supportive enough to stay engaged on the long side. Leadership is healthy,
Monthly MOTR Checkup (MMC): “Ok for now, but potential rumblings of worse things to come.”
“Ok for now, but potential rumblings of worse things to come.” Friday’s reversal in leading ‘New Era’ industries was painful
Monthly MOTR Checkup (MMC): “Our Annual Forecast: There will be no forecast.”
“Our Annual Forecast: There will be no forecast.” With Wall Street strategists publishing their market forecasts for 2026, we are
Monthly MOTR Checkup (MMC): “Navigating Complexity with Master Oogway.”
“Navigating Complexity with Master Oogway.” Another month passes by without resolution to the increasingly fragile structure percolating beneath the surface
Monthly MOTR Checkup (MMC): “The Battle of Narratives–and the Need to Act.”
“The Battle of Narratives–and the Need to Act.” With so many compelling, yet opposed narratives competing for our capital today,
Monthly MOTR Checkup (MMC): “Yes, it is a bubble, and that’s a GOOD thing!”
“Yes, it is a bubble, and that’s a GOOD thing!” Many long-time market veterans either struggle to identify today’s market