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 in...

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 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...

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