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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December 19, 2018
Signs of Things to Come
As we noted in last weeks letter, the equity markets looked locked and loaded to test their crucial supports and they did just that. The SP500 tested...
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November 23, 2018
Unintended Consequences of Monetary Easing
This is going to be a quick note with some charts due to the Thanksgiving holiday week. We continue to see bounces being sold into in terms of the...
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October 25, 2018
It's Not What You Buy, But When You Buy It.
Its kind of amazing how at certain points in time, things happen and they tend to be a wake up call – that is if we just open our ears and listen. We...
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October 4, 2018
The Bond Market Will Be The Bear That Crushes The Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well as global bond markets,...
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August 23, 2018
Trading Places - Lines Blurred Between Traders and Programmers
 
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