Big Picture

A Move Back to Pre-1929

After some recent reading and research it seems quite extraordinary to me that leading economist’s are not speaking out on what the Trump Tariff initiative is really all about. It is not really about China, certainly they are a part…Continue Reading →

Special Inequality Posts

The markets continue to tread water this week as the players try to determine whether the December rout was a warning or just another buying opportunity.  You know how we feel. I have been reading Marianne Mazzucato’s recent book, “The…Continue Reading →

A Quiet Time

While it may seem a lot has happened since December 17th, in fact in a real sense nothing has really changed. The Stock Market went down, the stock came back up, interest rates went down, interest rates came back up,…Continue Reading →

Embrace the Turbulence

Our Formal Forecasts and Surprises for 2019 Edition will have to Wait But if you read between the lines here you will see where out thoughts and opinions are headed. It would appear from the recent pattern of hits on…Continue Reading →

How Bulls Function

Current Talk The past week we have heard a lot about where the bottom in the market will occur.  That is an important factor in the “Bull” scenario, i.e. “where to buy”.  that is much more important to a Bull…Continue Reading →