September 12, 2018
Debt Fueling GDP Growth as FAANGS Drive SP500

First of all, we would like to take a minute to remember all those that lost their lives some 17 years ago today. We will remember that day for...

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September 6, 2018
Cycles Do Indeed Eventually Come To An End

Just a quick note this week on a few of the things that stood out to us. Before we delve into the markets, we want to note that we lost someone...

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August 29, 2018
Asset Prices Need  Debit to Continue

Last week we talked about the WSJ article called the Jocks vs the Nerds, the article discussed the migration of trading and financial markets from...

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August 23, 2018
Trading Places - Lines Blurred Between Traders and Programmers


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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....

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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...

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