Last night Hillary Clinton put together a combination, a surprise to me that she made the change, where she combined the economic and educational policies advocated by Bernie Sanders with her domestic and international policies. This will be difficult to…Continue Reading →
The all time high close in the S&P 500 was last Wednesday, July 20, 2016, the day before Donald Trump became the Republican nominee officially. Was that the end of the Hillary rally which has been the Wall Street subtext…Continue Reading →
It is what people want. It is no accident that Trump dissed establishment Republicans, and they helped his case by dissing him. To the Grass Roots making America Great Again means tearing down the Reagan-Bush-Clinton-Obama establishment legacy. The big question is…Continue Reading →
The unexpected passing of my webmaster Peter this spring has prompted me to re-evaluate the goals and approach that I am taking. Our last post prior to today was on May 25th. In December of 2007 he and I talked…Continue Reading →
Here is a letter that outlines my political thoughts at the moment. I sent it to Senator Durbin this morning. Mr Durbin: I was a supporter of Barack Obama in 2008 and 2012. I am retired now but was a…Continue Reading →
The 2016 Election Starting back on August 6 2016, our blog started talking about the coming election and who looked to have an edge based on what they were saying. It was these two, Trump and Sanders. On a day…Continue Reading →
Over the past 5 years we have talked a lot about the QE program which Bernanke started and Yellen continued and is afraid to end. And to make things worse, Central Bankers around the Globe have aped the movement. I…Continue Reading →
That is what Japan is learning. It is what the FED has learned but is afraid to address. How many times do we have to say this. And now we have GDP at 0.5 % for the first Quarter. How…Continue Reading →
It would appear that market players are working under the following Dovish premise: Be long stocks because Yellen is a Dove. Be Short the Dollar because Yellen is a Dove. Be Short Bonds because Yellen is eventually wrong. It is…Continue Reading →
The recent campaign to push the dollar down which started at the beginning of March appears to have ended. While nothing has really changed in terms of real dollar strength, the crazy period that was tied to negative interest rate…Continue Reading →