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August 15, 2018
Turkish Lira Plunge Signals Warning Signs?
What an interesting week, to say the least, from Elon opening his mouth too wide and Uber/Lyft fighting NYC on new ride share app regulations. All...
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...
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 sight...
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...
July 17, 2018
What will Happen when the Market has a Down Year?
Global equity markets continued to advance. Last week’s newsletter noted the importance of closing the week above the all-important 2750 level in the...
October 17, 2017
Bubbles no more. Fundamentals no more!
In the chaotic world in which we live, we feel that investors tend to over hype the wrong things and under prioritize the right things. ...
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