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September 12, 2018
Debt Fueling GDP Growth as FAANGS Drive SP500
First of all, we would like to take a minute to remember all those that lost their lives some 17 years ago today. We will remember that day for quite...
September 6, 2018
Cycles Do Indeed Eventually Come To An End
Just a quick note this week on a few of the things that stood out to us. Before we delve into the markets, we want to note that we lost someone...
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...
May 1, 2018
Shouldn't We Be Concerned About Electrical Magnetic Frequency Radiation?!
We must start out this week’s letter, with what may be the most historic moment thus far in terms of president Trump’s tenure as president. There is...
January 14, 2018
Why The Markets Are Not Correcting
So let’s get to it, what did we learn over the past week? We were informed by Intel that its computer chips were affected by a bug that...
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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