It’s to the point of being humorous, how people ignore reality to make things fit their narrative. 

We’re not out of the woods yet with tax drain. 

Biden wants the Fed to kill inflation but the Fed is just making it worse.

Tax drain effect still happening!

Has the scenario changed? Here’s what I think. 

Cyclical. Not the end of the bull market but a corrective period nonetheless.

Larry Summers in the media today with once again, some ridiculous commentary. 

Clueless elites, who are blind to reality 

My tributes and memories of that terrible day.

This is an utterly ridiculous fallacy. 

Traders tend to exit big trades too early. Here’s what you can do.

I can give you the forward outlook for the next year. No, I don’t have a crystal ball. It’s the flows.

Even with Friday’s record flow day, flows are still trending down.

People try to avoid discomfort and adversity, but that is the wrong strategy. 

Fiscal flows have slowed dramatically and a major tax drain is coming.

I said down. Basically flat. But we’ll see going forward.

Market rallied after last week’s selloff. Cyclical peak approaching.

I can’t help you if you don’t want to help yourself.

Investor (bad) behavior was SO on display!

More fiscal support coming next week but a rocky road ahead after that.

Here’s what I said about Nvidia a year ago.

If you reframe information to fit your biases you are sabotaging yourself.

Fed’s “remedies” are a failure so they change the rules to make it look like it’s working.

Sentiment has turned extremely negative.

Literally…in Southern California. And the markets will be stormy too!

It was the evolution of how I came about that. 

I said this months ago.

Important lesson from a Navy seal. 

Some people apparently need to know only one thing. I have to learn every day.

Big opportunity up ahead.