Bottom Pickers in Euro and Yen
The market comments of those in the know, or believe they are, is trying hard to build a case for buying the Euro and Yen. No doubt that is based on a weak minded FED. They may be right on…Continue Reading →
Political Talk
“Its the Economy Stupid”
From Wikopedia. “It’s the economy, stupid” is a slight variation of the phrase “The economy, stupid” which James Carville had coined as a campaign strategist of Bill Clinton‘s successful 1992 presidential campaign against sitting president George H. W. Bush. Carville’s…Continue Reading →
CNBC Moderators, A Bunch of Liberals, What a Joke
The Republican Party’s assertion that CNBC is a bunch of liberals out to trip up the Republican candidates is the joke of jokes. I know, I listen to their conservative talk line every day, it is like they are the…Continue Reading →
Somehow more Money has to get into the Hands of Consumers
The on going debate of whether the FED should raise rates or continue to sit on their hands has been going on ever since QE3 was instituted back in September 2012, three years ago. Points that we have made over…Continue Reading →
Larry Summers has it Half Right
Today on Bloomberg Larry Summers went on a rant about no inflation and the weak global economy. He then goes on to say that the FED cannot raise rates because of those facts, which are probably true, even though the…Continue Reading →
Yellen has a Chance to be the only Adult in the Room
What we are talking about here is Washington and how buying power needs to be turned around and directed back to the beat – up consumer. Because of who has the power, Trickle Down has never worked, Trickle Up however…Continue Reading →
Trump Blew It
If you have not had a chance to review portfolio charts in yesterday’s blog , do so. We will be soon adding a subscription section in Portfolio where the makeup and changes will be followed as they occur. Keep in…Continue Reading →
The FED needs a new Mandate
The CNBC talking heads today were discussing whether the FED needs to maintain an emphasis on promoting RISK ASSETS? How crazy can things become? Where do they think volatility is born? I would suggest that the FED follow a Balanced…Continue Reading →
What is this all About?
You may notice that we have not designated China as the villain in all that has transpired in recent Global market moves. That is for a reason, at best they can be viewed as a trigger because of their size,…Continue Reading →
What if the 2000-2017, 17.6 Year Market Cycle, is a Big Macro Top ?
I have said and still contend that that is a real possibility. A number of macro factors weigh into that case. 1) The baby boomer generation is selling off assets as they retire. 2) Globalization brings cheap wage pressures to…Continue Reading →