The Lonely Bull

The Biden administration has many proposals on the table for increasing taxes. These may just be opening bargaining positions and the net result will turn out to be different and perhaps less. [...]

Some professional investors have been floating the idea that for many companies, the current environment is as good as it gets. The rebound is in full bloom, revenues have expanded as far as they [...]

With references to FDR and the New Deal, America embarks on a new expansionist phase backed by incredible fiscal largess and monetary ease. No one knows how this will all work out. Will we have [...]

Seems like every other day, the stock market vacillates between optimism for economic reopening and growth and a retreat to concern. Reopening stocks and safer defensive steady growers come in [...]

Investors are an impatient bunch. If they do not have tangible information, they begin making up something to worry about or spin a variety of scenarios. By its nature, investing is forward [...]

Another lesson in the use of leverage in stock trading; the family office, Archegos, recently faced massive margin calls and was substantially liquidated. The calls came about because this [...]

Since the beginning of the pandemic, the U.S. stock market has gone through several shifts. At first, investors gave up on what looked like an accelerating economy at the beginning of 2020 and [...]

Interest rates are now the driving force for stock market activity. As rates work irregularly higher, it periodically freaks investors out. They sometimes sell-off high value holdings and rotate [...]

Sell growth, buy value; lighten up on value, buy growth. That is exactly what has happened over the past few weeks and periodically since September of last year. Seems like a merry go round, [...]

We all like to put things into nice, neat categories. It makes it easier to make sense of what sometimes seems chaotic. Unfortunately, most of the universe does not fit our need for order. Nor do [...]