Degenerate Business School
Latest Episodes
World War II, the Stock Market & Gold
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------What does a person do...when American dollars are devaluing at ~8% per year, when stock indices are melting lower
The Specter of Global War
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------The fog of war hangs over everything, including the parochial interests of financial markets. What will the crisi
Making Sense of a European War
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------We live in strange times. With Russian armed forces bursting into Ukraine, uncertainty reigns. We see no better t
The Secret History of Corrections
When it comes to financial markets, do narratives really matter? Or do patterns, the rhyme of bull runs and corrections, mark the true path of stocks and bonds? With Ukraine on the brink of war, inflation at 7.5% and consumer sentiment falling into the s
Is Facebook Undervalued?
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------Well...just when you thought Facebook was potentially undervalued...it turned out to be wildly overvalued. Or IS
But seriously though...the rally is over
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------As we expected, the markets bounced this week after Apple obliterated earnings on Friday. This followed a renewed
The Great Pandemic Rally is Over
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------The last best hope of the market...that the party wasn't really going to end...that the Fed wasn't real
The 2022 Outlook and Beyond - Revisited
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------The table is slowly being set for 2022. So what has the market priced in so far?Over/under ~3.5 rate hikes in 202
Taper Tantrum Revisited
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------The Fed minutes dropped...and with it: sentiment, the Nasdaq and any stock that doesn't make money. Yes the
The Great 2021 Year in Review Plus 2022 Outlook
For data visualization, please use the links below or follow us on Twitter @DegenerateBiz-----------------------------------------------------2021 Winners:Cyclicals and Crypto2021, the year of the great reflation, approaches its end. Who won the day in eq