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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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...

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March 21, 2018
Neither Investor nor Manager are immune from innate human behavior

What never ceases to amaze me about investors is their utter disdain for logical explanations of economic occurrences.  It seems to be that logic...

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January 31, 2018
Davos, Dollars and Dead Men Walking

          We have talked at length on the sinking Dollar and at Davos the “Mnuch” stated that “the weak dollar is good for the U.S. as it relates to...

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August 2, 2017
The Trends Roll On

As we count down the remaining weeks of summer, we hope you enjoyed a bit of a reprieve from these markets.  We hope you found some time to break...

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