Here is a little outside the box thinking at this early stage. How about the unthinkable to the establishment. Trump/Fiorina vs Sanders/Warren The one thing that three of them have in common is that they say what they…Continue Reading →
It is ironic that the media views the Greek and China events as sideshows to the greater economic environment. We view current market volatility as part of a bigger picture. The move towards deflation which was triggered in 2009 has…Continue Reading →
Some try to portray the Greek situation as about people who don’t pay their debts. That is part of the story. However, the Greek “No Vote” may be more than that. It may be the leading edge of a rejection…Continue Reading →
He has accomplished much in the past 6 years, Affordable Care Act being number 1, pulling the economy out of the hole in 2009, number 2. On the other hand he has let his Ivy league Wall Street friends lead…Continue Reading →
I went to a Men’s retreat over the past weekend. The New Normal was the topic to be discussed. Many aspects were covered that affect our lives. A few that intrigue me are: 1) more money is spent on communications…Continue Reading →
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
The Republican sweep should be good for those who want to see a return to basics. Wall Street will now see how it feels when it comes down to Main Street levels. Reid and Pelosi , Boehner and McConnell were…Continue Reading →
As deflation ignites, Japan and its Abe, is chasing the last idea that didn’t work, Bernanke’s legacy of QE’s. The only thing that I can say, is you should probably be long the dollar and the long bond as the…Continue Reading →
So what is new. Nothing. The same people who are allowing the economic world to go into the tank are scared enough to indicate that they might do more of something that didn’t work before. All this happy talk should…Continue Reading →
This is a late in the day post, 2:30 PM CDT. Mario Draghi has finally said what Bernanke should have said in 2011, and Yellen should have said at her confirmation. Draghi said, “we cannot do it all, the governments…Continue Reading →