Monthly MOTR
Checkup Video Series
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...
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...
Monthly MOTR Checkup (MMC): “Market Breadth Has Spoken.”
"Market Breadth Has Spoken." Powell's potential pivot at Jackson Hole drove a breadth surge that was enough we think to...
Monthly MOTR Checkup Video (MMC): “Things That Make Me Go Hmmm…”
"Things That Make Me Go Hmmm..." For some time now, we have been keeping our big picture concerns on the back burner,...
Monthly MOTR Checkup Video (MMC): “Tactical Trend’s Balancing Act.”
"Tactical Trend's Balancing Act." As we head into the month of July, the short-term timeframe retains possession of the...
Monthly MOTR Checkup Video (MMC): “The Great Shell Game.”
"The Great Shell Game." The market is a shell game, getting investors to focus on the empty 'S&P shell', when in fact...
Monthly MOTR Checkup Video (MMC): “From ‘Wall of Worry’ to ‘Slope of Hope'”
"From 'Wall of Worry' to 'Slope of Hope'" After climbing a well-fortified 'wall of worry' since late 2022, the market...
Monthly MOTR Checkup Video (MMC): “A Rare Moment in Stock Market History.”
"A Rare Moment in Stock Market History." There have been many extremes to worry about the past few years, but I have...
Monthly MOTR Checkup Video (MMC): “Ruh Roh, Raggy!!”
"Ruh Roh, Raggy!!" Scooby Doo's phrase "Ruh Roh, Raggy!!" is an expression of alarm or concern, usually expressed in...
Monthly MOTR Checkup Video (MMC): “Dream the Impossible Dream.”
"Dream the Impossible Dream." While most investors and "experts" are focused on what is likely to go wrong in 2025, Mr....
Monthly MOTR Checkup Video (MMC): “Our Annual Forecast: There will be no forecast.”
"Our Annual Forecast: There will be no forecast." Despite the fact that Wall Street's forecasts are notoriously inaccurate,...
Monthly MOTR Checkup Video (MMC): “When Turkeys Fly.”
"When Turkeys Fly" Despite popular belief, turkeys can fly, just not for long distances. They can't fly long distances due...