Author: Matt Pavich (Matt Pavich)

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“Coming Recession/Correction To Bailout Dems Inconsistency?” or “Prez Xi Rolls Dice With The Left?”

“Coming Recession/Correction To Bailout Dems Inconsistency?” or “Prez Xi Rolls Dice With The Left?”

[vc_row][vc_column][vc_column_text]The perpetual desire to uncover classified and shadowy information per the government has been top of the agenda free press wise since cutting cord with the Queen. Getting the scoop usually paid off in getting the Pulitzer. Just ask 1970 WaPo boys Woodward and Bernstein and how they swayed Deep Throat. So the Democrats released...

“Semi’s Have Assumed The Position?” or “Sell In May Finally Works?” or “Bears Begin To Gallop?”

“Semi’s Have Assumed The Position?” or “Sell In May Finally Works?” or “Bears Begin To Gallop?”

[vc_row][vc_column][vc_column_text]Anyone vaguely familiar with the financial markets is aware of the sector that has predominantly led the decade long rally is Technology led by FAANG and semiconductor stocks. It makes sense as these leaders have increased productivity and lowered consumer prices burying the usual inflation bump associated with the free money strategy employed by the...

“The Express Lane From Group Think To Tone Deaf?”

“The Express Lane From Group Think To Tone Deaf?”

[vc_row][vc_column][vc_column_text]A couple of events unfolded last week had me scratching my head and muttering “What are you thinking?” Group think is a dynamic which has gathered momentum in our political/cultural playing fields the last couple of decades. It’s a cancer for critical thinking especially when coupled with confirmation bias. The apparent urge to feel connected...

“Coming Correction Reveals What Ails Us?” or “Trumps Achilles Heel Levels 2020 Field?” or “Bears Officially Out Of Hibernation”

“Coming Correction Reveals What Ails Us?” or “Trumps Achilles Heel Levels 2020 Field?” or “Bears Officially Out Of Hibernation”

[vc_row][vc_column][vc_column_text]The Fed has been blowing bubbles since Greenspan entered the fray in the late 80’s and the last decade has seen the rest of the world join the fire hose of liquidity brigade. The process of solving crises created by cheap money with even cheaper money became too seductive for the globe’s financial policymakers. The...

“President Xi Bluffs & Trump Calls? or  “All In Market Betting On The River?”

“President Xi Bluffs & Trump Calls? or “All In Market Betting On The River?”

[vc_row][vc_column][vc_column_text]The tough tariff talks got tougher with China reneging on a few previously agreed upon data points. The timing could not have been better for the Bears as several indices/sectors broke out the previous week. They appeared poised to bullishly follow through, but failed kinda miserably…so far. You think President Xi is delaying to wait...

“Did You Believe The Russians Too?”

“Did You Believe The Russians Too?”

[vc_row][vc_column][vc_column_text]Now that the Mueller report is out the 24 hour news cycle can reaccelerate again. We all know the Russians despicably infiltrated our election process. Which is unbelievable as I thought all the bad guys agreed to draw the line at stealing military/technology secrets? I wonder if the US has been guilty of manipulating other...