Sitemap - 2022 - Stay Vigilant
Stay Vigilant 2022 Year in Review
A lot has happened since we last spoke
View of the markets from abroad
This is where it gets interesting
“History Doesn't Repeat Itself, but It Often Rhymes” – Mark Twain.
"Well, I've been down so very damn long, that it looks like up to me" - Jim Morrison
"I don't think the heavy stuff is gonna come down for a while yet." - Carl Spackler
Can anything happen that will change people's minds?
“Get the fundamentals down, and the level of everything you do will rise.” - Michael Jordan.
Predicting the weather when the winds are shifting
The behavioral biases of the market
Returning again to the pillar of the markets - the Fundamentals
Looking at the three body problem in unison
The last of the three body problem - catalysts
The second of the three bodies - Behavioral
Lots of moving parts - pulling it all together
Lots of moving parts - pulling it all together
Oil > Inflation > rates - an update of the catalyts in the market
Oil > Inflation > Rates > Risk Assets - an update on the catalysts in the market
The behavioral part of the market - supply & demand
Looking again at the Fundamentals
The last of the three bodies - Catalysts
The second of the three bodies - Behavioral