Negative Mortgage Rates

Posted on Sunday, August 11th, 2019

The 10 year US Treasury is reaching all time lows while Copper is performing poorly and that, historically, signals lower growth worldwide. As for stocks, remember what we had to say about Apple last week. Apple’s net income is exactly the same as it was 4 years ago, yet due to their extensive buyback,  Apple’s… read more.

Tariffs and Your Next iPhone

Posted on Sunday, August 4th, 2019

Corporations have been falling all over themselves to buy back stock and borrowing billions to do it. If you have read us for some time you know we are not fans of corporate buybacks. They really only enrich the corporate executives as they buy stock with reckless abandon – mostly because the money is not… read more.

Storm Clouds?

Posted on Sunday, July 28th, 2019

  Very ,very interesting comments from the Coca- Cola CEO this week. As you know we have been writing that it just might be possible that the approaching storm of recession gets headed off and the global growth slowdown is just that – a slowdown. At least that is how the market seems to perceive… read more.