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 of...

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 into...

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...

July 12, 2018

Will the Velocity of Money Finally Rise?

Last week we saw NFPayrolls rise 213k above the 195k that was widely expected. May’s payroll report was also revised higher by some 21k to 244k. One...

July 3, 2018

Knowledge is the True Freedom

Happy 4th of July everyone and what we have seemingly been accustomed to by now, is the fact that holiday’s that come mid week, seem to wipe out the...

June 26, 2018

The Eventual Flattened Yield Curve Will Indeed Flatten The Equity Markets

There was a lot to digest last week, so let’s jump right to it. The AP reported that the Supreme Court has ruled that states can force online...

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