July 31, 2018
GDP Gains But FANGS Repricing


The big economic news for last week came out on Friday as US Q2 GDP posted a decent 4.1%, estimates were as high as 4.4% but let’s not lose...

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July 24, 2018
China Tries To Fight Tariffs


As we talked a few letters back about the prospect for protectionism and tariffs turning into currency wars, which then have a tendency to turn...

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June 7, 2018
Posturing From the Position of Power

         Last Friday the U.S. Labor Debt. reported the economy added 223k jobs in May, which was higher than the forecast amount of 190k. The...

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May 30, 2018
Italy and More...

Nothing more wets the contrarian investors’ appetite then when these 3 little letters start making their rounds around the financial sphere. What...

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