March 22, 2019
Market Update and Follow up to Yesterdays Blog
So, for those of you new to my blog, I am certainly glad you have given yourself one of the best opportunities to read insights from a long-time...
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March 20, 2019
Feds Last Weapon......"Empty Words"
The all-powerful FOMC meets tomorrow and will provide us with mostly conjecture as to their continued waffle of a monetary policy. It was just a few...
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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 expansion,...
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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 that...
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