Tremors

Posted on Sunday, December 15th, 2019

China talks are going very well – Trump, 12/7/2018 We’re getting into the final laps – Mnuchin, 4/29/19 US has come to substantial trade deal with China – Trump 10/11/19 We are coming down to the short strokes – Kudlow, 11/15/19  We have agreed to a very large Phase One Deal with China- Trump 12/13/19… read more.

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.