Mike Norman Economics
People try to avoid discomfort and adversity, but that is the wrong strategy. 
Read More »Run towards fear and discomfort not away from it.
First of the month payments with marginal moves in the markets. 
A little backing and filling today, but nothing of consequence. 
Read More »This cycle has peaked.
Fiscal flows have slowed dramatically and a major tax drain is coming.
Read More »I’ll give myself credit for today.
I said down. Basically flat. But we’ll see going forward.
Read More »Played out exactly as I said it would
Market rallied after last week’s selloff. Cyclical peak approaching.
Read More »Help me help you!
I can’t help you if you don’t want to help yourself.
Read More »This was a very instructive week.
Investor (bad) behavior was SO on display!
Read More »Was that the top?
More fiscal support coming next week but a rocky road ahead after that.
Read More »Nvidia. Market outlook. Show some appreciation.
Here’s what I said about Nvidia a year ago.
Read More »Don’t invalidate information by making it fit into your own biases.
If you reframe information to fit your biases you are sabotaging yourself.
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