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. All...
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July 31, 2018
GDP Gains But FANGS Repricing
  The big economic news for last week came out on Friday as US Q2 GDP posted a decent 4.1%, estimates were as high as 4.4% but let’s not lose sight...
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July 24, 2018
China Tries To Fight Tariffs
  As we talked a few letters back about the prospect for protectionism and tariffs turning into currency wars, which then have a tendency to turn...
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June 26, 2018
The Eventual Flattened Yield Curve Will Indeed Flatten The Equity Markets
There was a lot to digest last week, so let’s jump right to it. The AP reported that the Supreme Court has ruled that states can force online...
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June 7, 2018
Posturing From the Position of Power
         Last Friday the U.S. Labor Debt. reported the economy added 223k jobs in May, which was higher than the forecast amount of 190k. The...
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May 30, 2018
Italy and More...
Nothing more wets the contrarian investors’ appetite then when these 3 little letters start making their rounds around the financial sphere. What...
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