StevieMac
@steviemac9862.bsky.social
“A fool is known for his speech, a wise man by his silence"
Shout out to @whitneycwimbish.bsky.social for her excellent article entitled "Meet the Connectors". Well worth the read, nice work!
December 13, 2025 at 9:11 PM
Shout out to @whitneycwimbish.bsky.social for her excellent article entitled "Meet the Connectors". Well worth the read, nice work!
Reposted by StevieMac
I'd front-load too - does keep the narrative going for a bit. Hanging back slightly with hedge strikes (per Sep implementation) but my goodness are the overextension flags popping up. As usual, no forecasts are required, but yikes.
July 15, 2025 at 4:27 PM
I'd front-load too - does keep the narrative going for a bit. Hanging back slightly with hedge strikes (per Sep implementation) but my goodness are the overextension flags popping up. As usual, no forecasts are required, but yikes.
Reposted by StevieMac
S&P information technology index: price revenue ratio
hey, you do you.
hey, you do you.
July 15, 2025 at 4:35 PM
S&P information technology index: price revenue ratio
hey, you do you.
hey, you do you.
Excellent read! Sad content but spot on!
A century ago, the book “Public Opinion” understood the ways the American mind was at risk—and would be exploitable by a president. The book also foresaw Donald Trump’s most basic strategy, Megan Garber writes:
The Short-Circuiting of the American Mind
A century-old book foresaw Trump’s most basic strategy.
bit.ly
April 30, 2025 at 3:13 PM
Excellent read! Sad content but spot on!
Reposted by StevieMac
National Adopt a Shelter Pet Day is on April 30. To bring awareness to the day, the Up First newsletter is sharing some stories from readers about how their pet has impacted their lives.
From dogs to rabbits, NPR readers share how adopting shelter pets impacted them
National Adopt a Shelter Pet Day is on April 30. To bring awareness to the day, the Up First newsletter is sharing some stories from readers about how their pet has impacted their lives.
www.npr.org
April 27, 2025 at 3:17 PM
National Adopt a Shelter Pet Day is on April 30. To bring awareness to the day, the Up First newsletter is sharing some stories from readers about how their pet has impacted their lives.
Reposted by StevieMac
Reposted by StevieMac
Reposted by StevieMac
a good morning to amplify the intensity of the safety nets
no change in outlook from last week's special comment, but day-to-day ebb and flow are exactly that
no change in outlook from last week's special comment, but day-to-day ebb and flow are exactly that
volume i and volume ii knobs on a metallic surface
ALT: volume i and volume ii knobs on a metallic surface
media.tenor.com
April 23, 2025 at 3:32 PM
a good morning to amplify the intensity of the safety nets
no change in outlook from last week's special comment, but day-to-day ebb and flow are exactly that
no change in outlook from last week's special comment, but day-to-day ebb and flow are exactly that
All that's left is to decide how much the donation/bribe will be. Tariffs create room for so much malfeasance.
Coffee tariff exemption request well received by US government, National Coffee Association boss says reut.rs/3S0ye6W
April 23, 2025 at 6:39 PM
All that's left is to decide how much the donation/bribe will be. Tariffs create room for so much malfeasance.
Reposted by StevieMac
Investors accept enormous risk if they believe they can comfortably wait until a well-recognized recession before they reduce their investment exposure. By the time there's broad consensus about an economic recession, tremendous damage has often already been done.
The highest downside risk is now.
The highest downside risk is now.
April 22, 2025 at 2:42 PM
Investors accept enormous risk if they believe they can comfortably wait until a well-recognized recession before they reduce their investment exposure. By the time there's broad consensus about an economic recession, tremendous damage has often already been done.
The highest downside risk is now.
The highest downside risk is now.
Reposted by StevieMac
Bonus chart - deepest 10-week market loss following the conditions I discussed in the interim comment, in data since 1928. My impression is that this is not an "entry point." It's more likely to be a breaking point.
Not a forecast. Just FYI.
As always, the outlook will change as the data changes.
Not a forecast. Just FYI.
As always, the outlook will change as the data changes.
April 21, 2025 at 5:08 PM
Bonus chart - deepest 10-week market loss following the conditions I discussed in the interim comment, in data since 1928. My impression is that this is not an "entry point." It's more likely to be a breaking point.
Not a forecast. Just FYI.
As always, the outlook will change as the data changes.
Not a forecast. Just FYI.
As always, the outlook will change as the data changes.
Reposted by StevieMac
I was cared for by kind, loving Hispanic immigrants as a child. Half U.S. farmworkers are undocumented. Their crime rate is 50% of U.S. citizens
We can agree immigration needs repair, and all violent crime should be tried w/ evidence
Despots peddle demonization and hyperbole
We can agree immigration needs repair, and all violent crime should be tried w/ evidence
Despots peddle demonization and hyperbole
April 20, 2025 at 4:25 PM
I was cared for by kind, loving Hispanic immigrants as a child. Half U.S. farmworkers are undocumented. Their crime rate is 50% of U.S. citizens
We can agree immigration needs repair, and all violent crime should be tried w/ evidence
Despots peddle demonization and hyperbole
We can agree immigration needs repair, and all violent crime should be tried w/ evidence
Despots peddle demonization and hyperbole
Reposted by StevieMac
Boy, if only people had warned that Hegseth was actually the worst of a bad lot of nominees
www.theatlantic.com/newsletters/...
www.theatlantic.com/newsletters/...
Always great when the agency in “turmoil” is … {checks notes} … the United States Department of Defense.
April 19, 2025 at 6:07 PM
Boy, if only people had warned that Hegseth was actually the worst of a bad lot of nominees
www.theatlantic.com/newsletters/...
www.theatlantic.com/newsletters/...
Reposted by StevieMac
Special interim comment is up
www.hussmanfunds.com/comment/obse...
www.hussmanfunds.com/comment/obse...
An Abrupt and Cascading Dislocation - Hussman Funds
At its core, a market crash is nothing but risk-aversion meeting a market that's not priced to tolerate risk. We always become concerned about “trap door” outcomes when rich valuations are joined by d...
www.hussmanfunds.com
April 17, 2025 at 1:25 PM
Special interim comment is up
www.hussmanfunds.com/comment/obse...
www.hussmanfunds.com/comment/obse...
My other better half, back when she was just a kid.
November 21, 2024 at 8:43 PM
My other better half, back when she was just a kid.
Not sure how you fight it when the majority of people voted in a fascist authoritarian because they want cheaper eggs. Smh...
November 18, 2024 at 7:34 PM
Not sure how you fight it when the majority of people voted in a fascist authoritarian because they want cheaper eggs. Smh...
Hope that's true, but I've lost most faith.
November 18, 2024 at 7:19 PM
Hope that's true, but I've lost most faith.
Beautiful sunset this evening.
November 16, 2024 at 7:45 PM
Beautiful sunset this evening.