March 21, 2018
The Markets Have Changed Now that the Fed will be Tightening
We are going to begin this week’s letter with an observation by JP Morgan’s master quant researcher Marko Kolanovic. Most of you should know him by...
Read More
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 is...
Read More
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 trade and...
Read More
January 24, 2018
Domestic Political Front Has Yet to Negatively Influence Equities 01.24.18
Before we get to the markets, we have to talk about something that concerns us. This week the government failed to gather enough senate votes to pass...
Read More
January 21, 2018
What's On Our Radar for 1-22-2018
Here are the Futures Reports for your review: 01/22/18 - No Scheduled Reports Today LT: Feb Crude Lt(NYM) 01/23/18 2:00 PM CST - Cold Storage 2:00 PM...
Read More
January 14, 2018
Why The Markets Are Not Correcting
So let’s get to it, what did we learn over the past week? We were informed by Intel that its computer chips were affected by a bug that makes them...
Read More

Recent Posts

Categories

see all

Sign Up For Newsletter