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Mean Reversion

  • Central Banks, Stocks, Capitalism, Equities,
    September 1, 2022

    The Stock Market Rout Has Only Just Begun.

    Harry Hindsight is the greatest trader who ever lived. He saw the July/August rally was just a bear trap. But, he’s not revealing his thoughts on how much further the market has to correct. Some analysts see mean reversion all the way back to 2008 levels!  

    read more
  • Central Banks, Political risk, Bitcoin, European Sovereign Credit, Financial Assets, corporate debt, Market Crash, Bonds,
    June 14, 2022

    The Laws of Mean Reversion have begun their Summer Offensive

    We’re officially in a bear market, but markets are still massively overvalued. The laws of Mean Reversion are immutable – some stocks are going lower. Inflation, Bond Markets and Confidence are all flashing danger signals.

    read more

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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