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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October 25, 2018
It's Not What You Buy, But When You Buy It.
Its kind of amazing how at certain points in time, things happen and they tend to be a wake up call – that is if we just open our ears and listen. We...
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October 4, 2018
The Bond Market Will Be The Bear That Crushes The Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well as global bond markets,...
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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. All...
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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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