Investment Letter
Contributor's Links: ANG Traders

I have degrees in mathematics, science, and education from the University of Toronto. My son is a PhD candidate in computer science at Oxford University.

By combining my 40-years of market experience with my son's youthful computer science knowledge, we produce a uniquely ... more

ALL CONTRIBUTIONS

E Too Much Fear For This To Be The Beginning Of The End
Fear--fear of losing, and fear of missing out--are the only constants in the market. Bull markets end when fear is at a minimum and when lower prices are unimaginable. At this time, fear is widespread and lower prices are expected by the majority.
Read
It Is Inevitable
Monetary policy alone was insufficient in 2009 and will be even more so next time. Fiscal policy is inevitable.
Read
The Breakout
The market is in the process of breaking out of the third "step" or trading-range since the bull market started in 2009. Like the two previous breakouts, this one is likely to suffer a pullback before the next major up-leg gets underway.
Read
E $134 Billion In Fiscal Flows Removed From The Economy In Just Three Days
Fiscal flows are being affected by April's tax remittances.
Read
E News Does Not Drive The Market. Human Emotion Does
News simply does not matter! The only consistent factor is the emotion of fear... fear of losing... and fear of missing-out (greed).
Read
E Debt, Deficits, And False Stories
The story, of dangerous government deficit-spending, is false.
Read

Comments

Latest Comments
Debt, Deficits, And False Stories
1 month ago

Agree. What the debt is spent on is paramount. Spending that increases productivity--not just asset prices--will keep inflation (which is the only limiting factor for gov spending) at bay.

In this article: TLT
$134 Billion In Fiscal Flows Removed From The Economy In Just Three Days
2 months ago

It IS interesting.

Thank you for reading and taking the time to comment

$134 Billion In Fiscal Flows Removed From The Economy In Just Three Days
2 months ago

The "why" is not important. The "what" is important, and the "what" is the fact that money is being pulled out of the economy and cancelled.

$134 Billion In Fiscal Flows Removed From The Economy In Just Three Days
2 months ago

$300B (net) will be removed from the economy during tax season. Unless there is massive credit creation, this will impact markets...and provide a buy-the-dip opportunity.

Debt, Deficits, And False Stories
2 months ago

Glad that you found some value in our work.

In this article: TLT
Debt, Deficits, And False Stories
3 months ago

Thank you.

In this article: TLT
Debt, Deficits, And False Stories
3 months ago

Thanks, Alan.

In this article: TLT
Debt, Deficits, And False Stories
3 months ago

Glad you found it interesting. Thanks for reading.

In this article: TLT
1 to 8 of 8 comments

STOCKS I FOLLOW

APPS Digital Turbine, Inc.
BZUN Baozun Inc
IWM iShares Russell 2000 Index Fund
JD JD.com
QQQ PowerShares QQQ Trust Series 1
SPXL Direxion Daily S&P500 Bull 3X ETF
SPY SPDR S&P 500
UVXY PowerShares Exchange-Traded Fund Trust II
VIX VOLATILITY S&P 500

TWEETS

LATEST ACTIVITY

ANG Traders Commented on Debt, Deficits, And False Stories:

Agree. What the debt is spent on is paramount. Spending that increases productivity--not just asset prices--will keep inflation (which is the only limiting factor for gov spending) at bay.

All Posts

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications