January 24, 2019
Years of Central Bank Handouts Fuel Income Inequality

Let’s dig into some of the Q4 bank earnings that came out last week. First up Bank of America which posted its largest full year profit in history...

Read More
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...

Read More
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...

Read More
November 15, 2018
Corporate Treasuries Have Chosen a Life That Does Not Have a Future

This week’s note will begin by reiterating our bullish theme on the Natural Gas market. We have been clamoring for weeks about both the technical...

Read More
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,...

Read More
September 27, 2018
Fed Raises Rates in Highly Anticipated Move

The FOMC decided to raise rates another 25bp to a high mark range of 2.25%. We applaud the continued move; however, we feel that we could be doing...

Read More

Recent Posts

Categories

see all

Sign Up For Newsletter