Macro David Keller Macro David Keller

Comparing Cap Tiers

I wrote a piece over at seeitmarket.com about cap tiers, comparing the 2007 market top to what we're seeing now.  At this point, both the large cap and mid cap indexes have broken to new closing highs, while small cap stocks have yet to do so...

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Behavioral, Macro David Keller Behavioral, Macro David Keller

Talking Bitcoin With My Wife

Yesterday morning my wife and I had "the talk."  I was a bit caught off guard.  Not really ready to talk about it yet.  Not sure how to handle all the questions that would arise.  Just not sure we were ready for this.  That's right, she asked me what Bitcoin was...

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Macro David Keller Macro David Keller

What a Bull Market Looks Like

I started my weekly ETF screen a bit early this week to see how things were playing out before the weekend.  I had a feeling it might look fairly rosy, but it was a little over top rosy this time...

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Those who can not remember the past are condemned to repeat it.
— George Santayana