Archives | Month: April 2020

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Solvency Not Liquidity

Lacy Hunt is a must read, in my view, given his great track record. His latest review highlights that as massive as intervention has been, and likely will continue to be, in his opinion it will be highly ineffective in its economic impact. This review explains the...

WATCH JPM. Last Kiss Goodbye?

WATCH JPM. Last Kiss Goodbye? I believe perhaps the most important chart going into next week is JPM. Why is JPM so important? Because as massive as the Fed intervention is, in my opinion, on its own, it...

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