September 26, 2017
A Feducation after Janet Yellen's Speech
Last week saw an FOMC meeting that was widely anticipated as having no change to its interest rate policy and that was certainly the case. As for...
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September 20, 2017
Utmost Disdain for Central Bank Manipulation
We have often joked for years now how the central banks have artificially supported markets. Prior to 2008 it was just a myth, this PPT or Plunge...
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September 17, 2017
Would the US ever consider eliminating the Debt Ceiling for a Debt Target? Let's Hope Not.
Thankfully the hurricane assumptions were off and they did a bit less damage than what was anticipated. Although let's not make light of the recent...
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September 14, 2017
Alternative Alpha - Value of Volatility in the Markets
“The only constant is change.” – Heraclitus – 500 BC Volatility simply describes to what degree the price of a market security typically changes....
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September 11, 2017
Alternative Alpha - Emerging Market Envy
Greed makes people do questionable things. Of course, envy does too. And I’d say U.S. investors have to be getting pretty jealous of foreign...
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September 7, 2017
A Look at Income Inequality with a Parabolic Stock Market
Our letter this week is going to take more of an informational tidbit tone. We feel the markets as of late have been driven by late summer vacations,...
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