The Big Question for the Markets after the Midterms Will a Democratic controlled House be a big spender or a deficit focused entity ? Will this younger generation demand roll backs of the free give aways of the last two…Continue Reading →
Have your credit card secretly be billed to a bunch of people.. Have fun with 782 billion dollars.. Keep reminding all your friends how smart you are.. Get in big trouble with the bunch of people when they get the…Continue Reading →
To me watching sales for Ford F-150’s is the most fascinating indicator of what is going on in the US economy. This Government debt funded economy action has moved into the retail sector as tech has lost its luster. As…Continue Reading →
First let me say that I believe the Trump administration is right in trying to even the playing field with China, we have talked about this for years. What I do have a big problem with is how they are…Continue Reading →
Trump went completely outside the box yesterday, basically confirming that he and his buddies were a significant Brexit influence. By his buddies I would include Putin and Bannon, who are probably controlling Trump’s calls these days. So this is May’s…Continue Reading →
Subtle indicators are flashing signals that something much bigger than tariffs are evolving out of all the macho Trump talk. Also a side story is fermenting, the unravelling of Brexit, as more conformation of Russian influences in the vote. In…Continue Reading →
Yields are declining, curve is flattening, commodities are in rally mode, gold is continuing to decline, and stocks are rallying (S&P currently up at 2743). This is called a crazy Steve Mnuchin day, he got Trump to backtrack for the…Continue Reading →
That is what a quick glance at our F2 Fracture Chart and also listening to commentators would seem to say. Sure trade is in turmoil and Trump is getting even crazier, but the markets are not fazed. The players are…Continue Reading →
Late Wednesday afternoon… So what is the surprise? The Fed met…. Yields are flattening… Our leader is looking like a Communist.. North Korea, Russia, and China are becoming his buddies… Women are big primary winners… Need we say more… Things…Continue Reading →
What is there to figure out? The Fed is raising short rates and rolling off balances as they should. We have had easy money for way to long. Gundlach and Gross think they have figured out how this works, you…Continue Reading →