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June 14, 2019
Who Is Right Equities Or Bonds?
First let’s jump right into this chart here, which Zhedge posted this week and one we mocked up a bit to paint a clear and precise question, that is,...
April 17, 2019
Largest Buyers of US Equities......Corporations
After last week’s letter which placed an absolute universal understanding that no matter what one’s circumstance is, money = value. With that said...
March 20, 2019
Feds Last Weapon......"Empty Words"
The all-powerful FOMC meets tomorrow and will provide us with mostly conjecture as to their continued waffle of a monetary policy. It was just a few...
March 6, 2019
The Enablers....FED and the Central Banks
This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over the last two weeks. We continue to...
February 22, 2019
It's Not Diversification if Bonds and Stocks Fall in Unison
This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting...
February 14, 2019
What is becoming obvious now is the fact that the global central banks can no longer hide the fact that without their QE and balance sheet expansion,...
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