A Production Based Economy It seems that the theory of the economy for the past 40 years has been based on production, ie. do what ever you need to produce more, whether it be funny money, government created deficits, or…Continue Reading →
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 →
That is what we want to see from the FED. We want to see a return to normalization. The QE’s beyond QE1 were a wrong direction because the money went into asset speculation. We know the cry babies want to…Continue Reading →
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 →
China pulled a master negotiating stroke out of the hat today, more ammo for the turbulence. Maybe take a little review of our January 7, post. The S&P is now in the no-mans land of 2620 to 2720. We put…Continue Reading →
That’s how this market feels to us. The market would appear to be ignoring everything that is going on outside as the S&P approaches the S&P 2620 Post-Christmas Resistance area. Yield Curve It is steepening a bit going back to…Continue Reading →
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 →
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 →
In order to think about the 2019 Landscape, maybe a review of our 2018 Economic Surprises would be in order. So here we are: Eureka Perspectives January 12, 2018 Big Picture With all the Wall Street Guru’s putting out their…Continue Reading →
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 →