Eric Shamilov


The Best Course When You’re So Bearish It Hurts

We’ve been warning that the bull case is flawed…

The 32 Days to Mark an “X” on Your Calendar

Fully understanding this is a missing link in the finance world, but its answer exists somewhere at the intersection...

The Problem With the Bull Case for 2023

The prevailing bull case isn't citing the most concerning data point out there right now…

What 2009 Reveals About the Current Market

Yesterday’s parabolic rally, in reaction to Fed Chair Jay Powell’s comments, felt like it had some authority to it…

Wednesday’s Fed Announcement Was No Surprise

It’s a good thing that the Fed acknowledged this Wednesday that there’s a lag to the effects of “cumulative...

Tech Earnings Aren’t Dragging the Market Down… Yet

At the end of the day, everything in the market comes down to earnings or the hope of earnings...

This Is Only the Beginning of a Return to Equilibrium

There’s nothing the Fed can really do other than crash the economy…

What the Fed Is Really Thinking

The Fed has been telling us that it’ll miraculously engineer a soft landing...