Peak Fed Hawkish - Or Minsky Moment? Peak Fed hawkish means the markets have WAY over-anticipated the consequences of Fed tightening (the Fed will stand…
Victor Adair15 January 2022
Here's what I really think We've had an extraordinary run of bullish enthusiasm since the March 2020 Covid panic lows. The S+P has rallied ~120%.…
Victor Adair1 January 2022
Are you de-risking into yearend? Day-to-day and intra-day price action since Thanksgiving Friday has been very choppy. Big Cap Tech has been fading. Are Portfolio…
Victor Adair18 December 2021
Bullish enthusiasm came roaring back this week - the S+P registered an All-Time High close - the DJIA rallied >2,000 points from last week's lows…
Victor Adair11 December 2021
A vicious circle of aggressive selling, thin liquidity, volatility and fear Given the drama since Thanksgiving Friday, it's hard to believe that the leading North…
Victor Adair4 December 2021
Risk Happens Fast The S+P 500 hit All-Time Highs on Monday's opening - but closed 165 points (3.5%) lower by Friday's close. The daily S+P…
Victor Adair27 November 2021
A handful of BIG cap tech stocks make all the difference The DJIA and the small-cap indices closed lower for two consecutive weeks (the DJIA…
Victor Adair20 November 2021