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...
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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...
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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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December 31, 2018
2018 Review & Outlook 2019
Before we get into a review of the important facets of 2018, let’s look back and take a look at last years year end letter and take note of what we...
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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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November 5, 2018
They Will Indeed Continue Their Rate Hike Campaign
We have a lot to get into and we will start this note off with this week’s big news, which was delivered by Apple. Here are the numbers as reported:...
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