4 Am Wake Up Call

Posted on Sunday, December 8th, 2019

Our return from Thanksgiving break was certainly an interesting one. Right off the bat we saw an almost 850 point drop in the Dow Jones from Black Friday until Tuesday as President Trump was quoted as saying that he saw the chances of a trade deal lessening. Markets were bailed out by a 4am anonymously… read more.

Foot on The Gas

Posted on Sunday, November 24th, 2019

Will the Fed ever normalize or even just stop adding liquidity? If, in 2007, you had a discussion with anyone in our industry and predicted where we would be with monetary policy in 2019 they would have laughed you out of the room. Policy at this juncture reminds us of the Weimar Republic Germany during… read more.

Froth

Posted on Sunday, November 17th, 2019

We are always looking to history as our guide as markets can be an emotional animal and we, as humans, repeat our patterns. From DataTrek, by way of Arthur Cashin, comes Nick Colas and Jessica Rabe’s analysis of what follows for markets after a good year. For the last 90 years the average total return… read more.