The Friday before the election, our quantitative election model forecasted that Donald Trump was going to be the 45th President of the United States. I didn’t believe it myself, yet I didn’t question whether the model was broken. After all, it’s accuracy rate has been higher than 80%, correcting predicting every election since 1996. After a barrage of media interviews where some questioned whether I was just a shill for Mr. Trump, the election came and he was in fact […]
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On March 21, I penned a piece calling for the 5th pullback since the rally began. I used words like “brief” and “mild” to describe what I thought was coming before the next rally began. As with the previous four pullbacks, all we saw was essentially two days of slight weakness before the bulls roared back. And roar back they did. Right before Janet Yellen released her speech on Tuesday, I did an interview with CNBC India regarding the Fed […]
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Last Wednesday, I participated in an interesting discussion on CNBC’s Closing Bell regarding what I consider to be the most “unloved” investment. Most continue to scratch their heads as to why they haven’t cratered with the trillions of the dollars our Fed has created over the past few years. But there are bigger stories at play. For years, most have thought that inflation would really kick into high gear, but that certainly hasn’t happened. You may have seen it at […]
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