CRISIS du jour

Headlines are written with the intent to be provocative and incite fear.    It’s not easy to identify the real boogeyman.  So given the crisis du jour, what should you be afraid of? Loan DELINQUENCY The debt cycle isn’t even close to peaking.  Delinquency on credit card, mortgages and home equity loans are all at moderateContinue reading “CRISIS du jour”

Bull Market Reset?

Are you concerned about all the market volatility this week?  Are you worried that this bull market cycle has lasted too long? What if the post-Great Recession business cycle ended long ago, and this is the turbulence before the next big market run? I think it’s likely that the bull market ended in late 2015Continue reading “Bull Market Reset?”