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...

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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...

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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...

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December 19, 2018
Signs of Things to Come

As we noted in last weeks letter, the equity markets looked locked and loaded to test their crucial supports and they did just that. The SP500...

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