Author: UPFINA

Higher taxes are coming. This will make stocks more expensive than they currently look.

Tech sector is extremely crowded with a lot of capital, similar to the oil companies in the 2010s which led to an oversupply of fossil fuels.

A checklist to determine if the market is in a bubble. From rising leverage to frantic speculation and high market concentration.

The market won’t be able to move the Fed to hike. Every income category saw its net worth rise in a year with a recession and a pandemic.

The selloff in treasuries has been the 3rd largest year to date drop in the long bond since 1973.