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VIX and subsequent performance
How many times do you read “the VIX is so low, everybody is complacent, a […]
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Amazingly, 89% of bull market performance can be explained by time
Stock market performance during bull markets is mainly (89%) explained by the duration of the […]
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Happy Centennial, Dear Fed
Happy Centennial, Dear Fed! Click on above link to read the excerpt from our January […]
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Monetary Policy – The N-Word
In this excerpt from the December 2012 “Letter to Investors” we look at what looms […]
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GDP – A Primer
“GDP is one of the most comprehensive and closely watched economic statistics: It is used […]
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Sales of American Eagle gold coins surge at the US Mint
We track gold and silver Eagle sales on a daily basis at the US Mint […]
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Lighthouse Macro Report – November 2012: Introducing LRPI
Frustrated by shortcomings of available tools I have created an indicator yielding timely and exact […]