March 6, 2019
The Enablers....FED and the Central Banks

This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over the last two weeks.

We continue to...

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February 22, 2019
It's Not Diversification if Bonds and Stocks Fall in Unison

This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting...

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February 14, 2019
Quantitative Easing......Forever!

What is becoming obvious now is the fact that the global central banks can no longer hide the fact that without their QE and balance sheet...

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January 31, 2019
The Real Elephant in the Room.....DEBT.

We decided to wait till the FOMC meeting to release this week’s letter so that we could capture the most important event of the week. It’s not...

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January 24, 2019
Years of Central Bank Handouts Fuel Income Inequality

Let’s dig into some of the Q4 bank earnings that came out last week. First up Bank of America which posted its largest full year profit in history...

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January 17, 2019
The Natural Course of Things is Inevitable, Not Preventable

Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few...

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