December 5, 2018
The Feds Ultimate Goal is Three-Fold
One of the things we pride ourselves in is the fact that we do not take public information for face value, nor do we even contemplate the sources...
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November 23, 2018
Unintended Consequences of Monetary Easing
This is going to be a quick note with some charts due to the Thanksgiving holiday week. We continue to see bounces being sold into in terms of the...
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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...
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October 25, 2017
The Real Reason Spain Can't Afford Catalonia to Leave
          As usual we comb the globe in search of pertinent information that you may otherwise, never have been exposed to.  Information that we can...
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August 2, 2017
The Trends Roll On
As we count down the remaining weeks of summer, we hope you enjoyed a bit of a reprieve from these markets.  We hope you found some time to break...
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July 26, 2017
Summer Doldrums
As we labor along these summer trading days, awash in great anticipation of the next FED policy move, we can't help but bring to light some of the...
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