A Time for Patience
I think this is a time to watch, we have our positions, the market seems to think this is about inflation and interest rates. I disagree in a way, the Fed’s main underlying focus is how to get things under…Continue Reading →
Archive for January 2018
A Long Squeeze…The Story of the Bernanke-Goldman Sachs-Trump Market Squeeze
The Buildup As market players debate how high is high and how sweet the blow-off this year will be, maybe we should be looking at the underlying scenario. And before we get into this deeper it should be first said…Continue Reading →
Key issue, the “Goldman Sachs” has no experience running a country
Today we see the headlines, America first’s president bragging about his business experience, didn’t mention the six bankruptcies and TV show. The real story is the marketing of “the hope of trickle down” that is being managed by his Goldman…Continue Reading →
Complicity
This is a newly highly used word in the past year. It currently implies doing anything that maintains the elite status qu0. I.e. “America First” tolerating inequality, increasing debt, and trade wars in order to pull all the world’s money…Continue Reading →
Euphoria in Fantasy Land as Everyone waits for the Blow-off
This morning while watching CNBC it makes one think that things could not be better. Of course that assumes you ignore increasing deficits and trade wars. But looking deeper into economic research…. The Relationship of Government Deficits and GDP Growth…Continue Reading →
A Culture of No Rules or Limits
I feel like I grew up in a time when there were limits. Maybe WWII taught my parents and their friends, that there are limits one can tolerate. Today, we have a World without Economic Rules or Limits Federal Reserve…Continue Reading →
2018 Economic Surprises
With all the Wall Street Guru’s putting out their potential surprises for 2018, I am thinking why not do this myself, there is enough craziness in the mix to allow a little more mixing to provide some outside the box…Continue Reading →
Real vs Artificial
We have Ecstasy.. We have a new year. The markets are euphoric and the first week of the year went gangbusters. Those who like to prognosticate the year based on the first few days and week are ecstatic. Noted investors…Continue Reading →
All In for 2018
All In for 2018.. As we begin 2018 we have the advantage that most economic and market factors are all in the boat, and all are stacked on one side. The Hope and Accumulate Phase has been Completed.. Stocks and…Continue Reading →