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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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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November 5, 2018
They Will Indeed Continue Their Rate Hike Campaign
We have a lot to get into and we will start this note off with this week’s big news, which was delivered by Apple. Here are the numbers as reported:...
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August 8, 2018
Fear of Missing Out
  On Friday we saw the equity markets first head fake only to be driven higher after NFP printed 157k and unemployment fell 0.1 to 3.9%. In the...
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July 3, 2018
Knowledge is the True Freedom
Happy 4th of July everyone and what we have seemingly been accustomed to by now, is the fact that holiday’s that come mid week, seem to wipe out the...
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April 16, 2018
Power Is On The Individual
                   We have a lot to get into this week, but let’s begin with a POTUS tweet which in our opinion sums up any trade war provocations:...
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