44 Comments
User's avatar
Jeffrey's avatar

Your missive has become a must read. Thanks for keeping it real.

Expand full comment
David Hay's avatar

Thanks for being a loyal reader, Jeffrey! We're glad you're enjoying our content.

Expand full comment
Paul E's avatar

Wow, very compelling! Question is; How do we go from this "Nightmare Rally" to "It's a Wonderful Market"? Looks like it will be some time before that film is made...

Thanks David!

Expand full comment
jg's avatar

Excellent read. As some have been saying, if you're going to panic, panic first!

Expand full comment
David Hay's avatar

Thank you, John!

Expand full comment
Expatrius's avatar

I've been following your writings for many years now, and it's always a pleasure to get your latest thoughts. I also follow Jim Cramer's thoughts carefully too - but in his case, I immediately take opposite position!

Expand full comment
David Hay's avatar

Thank you for your dedicated readership!

Expand full comment
Maurice Plimmer's avatar

NZ calling.Thankyou for most informative information,it's very much appreciated. Morrie

Expand full comment
David Hay's avatar

We appreciate your support from NZ!

Expand full comment
CB Foster's avatar

Entertaining while informative.

Expand full comment
David Hay's avatar

Thank you!

Expand full comment
Peteman's avatar

Thank you for a clear, concise summary of where we are in the market cycle, and for some good suggestions of what an investor might look to. It's nice to hear the Capra name again also.

Expand full comment
David Hay's avatar

The Haymaker loves him some old-school cinema, so stay tuned for more.. And thank you for following us!

Expand full comment
Felix Fiechter's avatar

Thank you so much for sharing your analysis in a refreshing back-to-basics style. The reminder about the characteristics of bear market rallies is much appreciated. Would love to hear & see more from your film industry arsenal. Please, please keep making hay...

Expand full comment
David Hay's avatar

Thank you, Felix. We're big fans of film, and glad you enjoyed that reference!

Expand full comment
Eugene's avatar

A must read

Expand full comment
David Hay's avatar

Thank you and we'd be grateful for sharing with others!

Expand full comment
Robert Gumpertz's avatar

This is one of the more information-dense newsletters I've come across.

Expand full comment
David Hay's avatar

Thanks, we think :)

Expand full comment
Marvin's avatar

Great work every week, and one I refuse to miss. I'm a contemporary of yours and love to hear your persepectives and compare them to my own recollection of the period.

Expand full comment
David Hay's avatar

Thank you for being a dedicated reader! We appreciate your support and would love if you'd share with others.

Expand full comment
LEE's avatar

You are producing a unique thing: a financial newsletter that's not only very informative and free, but actually enjoyable to read. You have ( as "they" say) a "way" with words. A talent in the same class as one of my favorite authors, Eric Metaxas. (Although he never mentions anything financial) You should be very proud of what you have created! Thank you.

Expand full comment
David Hay's avatar

Thank you very much for the kind words and we're glad you're enjoying what we're putting out there! Please share with your network, if you feel inclined. Thx again!

Expand full comment
Paul's avatar

Good reading, thanks. Gives readers some things to ruminate on and that's a good thing

Expand full comment
David Hay's avatar

Thank you, Paul! Definitely lots to chew on these days..

Expand full comment
Alan DeBoom's avatar

Thank you for the equity road map. How does Japan's insistence on capping its bond yields and thus currency free fall fit into the Central Bank's balancing acts? Is the Euro going to implode?

Expand full comment
BJB's avatar

thanks for your insight and keeping it free

Expand full comment
David Hay's avatar

Thanks for giving us a follow!

Expand full comment
Jamie's avatar

Excellent analysis. Thank you!

Expand full comment
David Hay's avatar

Thank you, we're delighted you're enjoying our content!

Expand full comment