You Just Don’t Get It!

You just don’t get it! This is a common refrain that gets uttered during periods of market excitement. Asset prices become dislocated to the upside beyond any reasonable underlying fundamental reason. And when such extreme pricing behavior is brought into light, it is often refuted with the exclamation that “you just don’t get it” followed by a discussion about effectively why this time is different in that extreme prices are not only fully justified but should continue to rise to the stars. Everyone loves a good party. But no matter how much fun everyone might be having, all good parties always come to an end. And the more epic the party, the more painful the subsequent hangover often turns out to be.

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Eric Parnell Positions For 2018: Watch The Dollar

From Seeking Alpha:  Eric Parnell has written more than 1,000 Seeking Alpha articles, each providing readers with his thoughtful, yet direct, approach to market analysis. In this year’s interview with Executive Editor George Moriarty, the author of The Universal shares a bullish short- to medium-term outlook that delivers his usual circumspection, with some interesting surprises. Enjoy!

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Tales From The Crypto

The price performance of cryptocurrencies has been remarkable. Someday, they may play a critical role in the investment portfolio asset allocation process. Someday, they may even go so far as to change the financial world as we know it. But someday is not necessarily today. In the meantime, cryptocurrencies are experiencing a bubble. While the story is only beginning to be told, be careful in watching how this early episode ends.

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