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 into...
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July 17, 2018
What will Happen when the Market has a Down Year?
Global equity markets continued to advance. Last week’s newsletter noted the importance of closing the week above the all-important 2750 level in the...
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October 17, 2017
Bubbles no more. Fundamentals no more!
In the chaotic world in which we live, we feel that investors tend to over hype the wrong things and under prioritize the right things. For a decade...
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August 15, 2017
Between a Rock and a Hard Place
Last Friday saw the release of the US CPI report. It rose a paltry 0.1% mom, with yoy growth dropping to a meager 1.7%. The bond market saw this as a...
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