Nov 2, 2023
This year has been the "Year of Great Deceptions," as we have frequently pointed out. The market has been deceptively promoted as having big gains in 2023. Yet, the naïve investors and money managers were all fooled.
Aug 4, 2023
The most often asked question of analysts in the media is whether this is a new bull market. The majority seems to be saying it is. We at Dohmen Capital Research are on the opposite side of that debate.
Feb 1, 2021
This week confirmed once again everything we have written over the past year: Forget valuations and other metrics. Determine the planned "agenda."
Dec 3, 2020
Once again, Bitcoin and other cryptocurrencies are all over the news. We have seen such periods for these digital currencies in the past, many of which ended in financial pain for the bulls. Will that be repeated now, or is something more bullish potentially ahead?We have...
Dec 1, 2020
November was a spectacular month for the stock market. Bolstered by newfound vaccine optimism and the flow of stimulus from the world’s central banks, the S&P 500 closed on Monday with a more than 10% monthly gain, finishing its best month since April.
Oct 16, 2020
Investors recently were taken by surprise as the Dow suddenly plummeted over 600 points in a sharp 20-minute selloff late in the trading session.
Sep 29, 2020
The tech-fueled rally from the March lows is now over. While some may have called the rise a new bull market, we declared it a “bear market rally.” With the selloff since the September 2 top, the major indices are now in or very near correction territory.
Sep 1, 2020
Despite new signs that U.S. economic growth will be slow and painful, the euphoria we’ve seen take hold of markets over the past few months has now started to accelerate.