market commentary

This surge in asset valuations can't continue forever.
Eventually the character of the price action will shift, and that will be our cue to change our view of the market.
If you see a push higher, don't stand in front of the market.
Has the breadth faltered yet? It has stumbled, that's for sure.
More than three-quarters of the companies in the S&P 500 have reported results, and 66% have exceeded expectations.
There is someone else on the other side of our trades and they aren't the dupe or patsy we would like to believe.
Bears keep waiting for a Trumpian disaster.
They are all now in play, until proved otherwise.
A deal such as this could signal a market top.
Kraft Heinz is a prime example. The flippers flopped.


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