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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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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December 5, 2018
The Feds Ultimate Goal is Three-Fold
One of the things we pride ourselves in is the fact that we do not take public information for face value, nor do we even contemplate the sources...
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May 23, 2018
The Risk Radar Should Be Ringing!
Welcome everyone to another edition of the weekly global macro roundup. I struggled a bit this week with my thesis as it seems as if there is a...
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April 25, 2018
In The Midst Of Chaos There Is Also Opportunity
                    Well, folks we finally had temps reach near 60 degrees in Chicago, a sign that maybe the cold wintry claws of winter are finally...
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March 21, 2018
Interest Rates Shift 
The Federal Reserve Open Market Committee will decidedly raise the upper bound of its Fed Funds limit to 1.75% today. At least this is what is...
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