Posted on Saturday, December 3rd, 2016
The Trump Rally while rooted in ideology and investment theory is not necessarily rooted in reality. While tax reforms, reduced regulation and fiscal stimulus could make for a powerful combination stoking the economy and inflation it is not certain this combination will actually happen and if it does happen it will not happen for some… read more.
Posted on Saturday, November 19th, 2016
There are decades where nothing happens; and there are weeks where decades happen.” ― Vladimir Ilyich Lenin This was another busy week for the markets in the aftermath of the Trump victory. There has been a sea change in the outlook for markets going forward which is much more predicated on the House, Senate and White… read more.
Posted on Saturday, November 12th, 2016
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain What the heck was that? An unexpected Trump victory sent shock waves through markets this week. What was once up is now down and what was down is now up. You… read more.