February 22, 2019

It's Not Diversification if Bonds and Stocks Fall in Unison

This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting...

February 14, 2019

Quantitative Easing......Forever!

What is becoming obvious now is the fact that the global central banks can no longer hide the fact that without their QE and balance sheet expansion,...

January 31, 2019

The Real Elephant in the Room.....DEBT.

We decided to wait till the FOMC meeting to release this week’s letter so that we could capture the most important event of the week. It’s not that...

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...

January 17, 2019

The Natural Course of Things is Inevitable, Not Preventable

Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few weekly...

January 10, 2019

Non-Farm Payroll Beat Sparks Market, What's Next?

What a ride the beginning of the year has been so far. As we warned in our year end and 2019 outlook, the equity markets were most likely set up for...

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