Archive for March 2015

2 + 2 = 1

Today we are seeing what happens when the Global battle against deflation couples with the end of the quarter mark up of stock prices for the much publicized Quarterly Mutual Fund numbers. You know what to do.

Three Big Head Winds

In my opinion at this junction three things stand out for the US market: 1) The Republican Budget Direction (deflationary low growth) 2) Looming US T-Bond sales by China 3) Looming US T-Bond sales by Japan