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Category: ATAC Week in Review

“If you don’t deliver the goods, people will eventually catch on.” – Trump in the Art of the Deal Everything changed last week. Let me explain why this is not hyperbole.  Since the election, markets have been under a severely delusional state.  The narrative has been beautifully simple and elegant; President Trump is going to […]

“All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident.” – Arthur Schopenhauer The degree to which misinformation is spread and believed is remarkable, a theme I expressed in last week’s writing.  But what is even more incredible is the extent to which […]

“We have met the enemy and he is us.” – Walt Kelly We have entered a dangerous time in history.  A time when the truth changes every day. The amount of misinformation being spread daily is nothing short of remarkable.  It seems like everything is “fake news” now independent of who is reporting it.  Rather […]

“The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out to meet it.” – Thucydides Welcome to the Great Tranquility ladies and gentlemen.  Now start getting very afraid. As Charlie Bilello (Twitter: @CharlieBilello) noted recently, the S&P 500 hasn’t had a […]

*Join us for “The Most Interesting Charts of 2016” Webcast Tuesday, December 20th at 4:15pm EST/1:15pm PST.  Register HERE ——————————- From the Blog: There can be no standardized path to excellence in a field that is so heavily dictated by chance. Whether you believe the markets are perfectly efficient and follow a purely random walk […]