Bezos and Berkshire

Posted on Sunday, February 10th, 2019

This week we continued to see the global economy struggle with Italy headed into recession. Could this be what the Federal Reserve saw late in 2018? A global recession would have a negative effect here in the US. If a global recession is on the horizon then the tightening cycle from the Federal Reserve has… read more.

Groundhog Day

Posted on Saturday, February 2nd, 2019

“There are decades where nothing happens; and there are weeks where decades happen.”― Vladimir Ilyich Lenin This wasn’t one of those weeks. It must be Groundhog Day as this week looked so much like last week. The only thing that really changed was that Fed Chair Powell confirmed the WSJ report from last Friday, in that,… read more.

Let’s Be Careful Out There

Posted on Sunday, January 27th, 2019

We were very surprised at the lack of volatility last week given the sheer volume of news. The biggest news may have come on Friday in the form of an article from the Wall Street Journal. In it, the authors made the point of saying that the Fed may reach its destination on the shrinking… read more.