7 Magic Words

Surprise, I'm back ever so briefly

Are we on the verge of mania or is this the biggest rug pull of all time?

Jun 28 • 

Leonard Blush

3

1

January 2025

Week Ending 2010-01-10 Market Musings

The onus was on bulls this week, things didn't go their way. It feels like clouds are gathering over their parade.

Jan 12

3

2024-01-03 Market Musings

It is still hard to argue with bulls, but a "YOLO" Friday couldn't keep the SPX from another down week. One thing is for sure, being long large caps…

Jan 5

4

3

December 2024

2024 Lessons

Another year gone by. Hopefully a lil wiser but plenty of "compelling natural forces" remain unknown...

Dec 28, 2024 • 

Leonard Blush

2

4

October 2024

Monday Musings October 28, 2024

Welcome to fantasy land. Sooner or later things matter.

Oct 28, 2024 • 

Leonard Blush

2

4

Monday Musings October 21, 2024

As the SPX now trades at 22 times NTM earnings, the mental gymnast are out there trying to explain why this is "reasonable". History biology, and common…

Oct 21, 2024 • 

Leonard Blush

3

Monday Musings October 14, 2024

Eating 50 eggs, or buying all-time highs with a rising VIX? Up to you. A look at why the rising VIX may actually be mechanically creating buying…

Oct 14, 2024 • 

Leonard Blush

3

Monday Musings October 7, 2024

I'm here, alive, but little new to say. A quick thought on last week's NFP report and an arrow sign to my "notes".

Oct 7, 2024 • 

Leonard Blush

1

September 2024

Monday Musings September 30, 2024

A Sunday Surprise for you all. A trip back to economics 101, what demand (past, present & future) has to say about today. As we await a big week of data…

Sep 29, 2024 • 

Leonard Blush

3

4

Monday Musings September 23, 2024

A 50 bps cut and both bulls and bears are happy to tell you why this time is just like (insert favored stock market period here).

Sep 23, 2024 • 

Leonard Blush

2

Monday Musings September 16, 2024

A short post this week as I don't have too much to add to the two prior posts. The great recession debate continues, but again "if you're explaining…

Sep 16, 2024 • 

Leonard Blush

2

1

Monday Musings September 9, 2024

The real "pivot" is from Nvidia to Fantasy Football. "If you're explaining you're losing" and enough anecdotes eventually make a data set. Survivor bias…

Sep 9, 2024 • 

Leonard Blush

5