Ever since the election the primary force of the stock market has been the 99 % hope of tax reform, it has to happen as the Republicans are in control. A lot of people, even some Democrats and Independents view…Continue Reading →
Now we are just waiting for the end of the month markups, Apple earnings, and the name of the new FED chairman on Thursday. It is too bad that it doesn’t appear that Taylor will be named. If Trump really…Continue Reading →
This is so boring, the last nine months that is. Our portfolios are in a stalemate, making money in long gold and long bonds, treading water in short oil, and losing money in short stocks. It makes sense,…Continue Reading →
So much for the Donald’s “come home to Jesus Moment”. He went back to his old ways the next day. No doubt his high ego need is focused on how to get his poll numbers out of the 30’s and…Continue Reading →
I will give him a little time to prove himself. He followed the tele-prompter well last night and was quite nervous and out of breath, not much of his basic bluster was allowed. That is good to see in a…Continue Reading →
A Macro Revisit The beauty of looking at life and markets in a Macro sense is that you have a lot of time in-between. You might want to start todays comments by going back to two of our posts from…Continue Reading →
The Story I have been on vacation for the past few weeks and have been occasionally checking things on the iPhone. I didn’t see much happening. Same old thing, I read the Washington Swamp was being drained, that may be…Continue Reading →
Market players initially think so but there are some Things to ponder: Macron’s victory in France .. Corbyn’s surprise showing in Britian..no doubt some of that is that voters realize they need to try and trash Brexit, they fear getting isolated in…Continue Reading →
All the talk is talk is about what Comey’s grilling will do to the market. Probably nothing, after all he is a Republican, tried to put down Hillary, will not step in front. The market and Trump have two bigger…Continue Reading →
A US President who gives away our leadership of the world is a wakeup call to anyone watching. The US will pay a dear price as well as will its assets. This is a fight between an economy that helps…Continue Reading →