The Age of Scarcity Part 2: The end of the age of abundance
The Variant Perception Blog We are exiting the age of abundance defined by cheap credit, cheap energy, and cheap labor: profit and cash flow are sexy again. This is the 2nd Read More
The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down, Part Deux
Over the summer, I once again highlighted the uniquely insightful work of my friend, Michael Oliver. Michael studies momentum within the markets and how it typically behaves through various cycles. When we got together almost Read More