Perception vs Reality

Posted on Sunday, February 24th, 2019

When we last left you the S&P 500 was running into resistance at its 200 DMA. We thought that the bears might try and hold their ground. The 200 DMA has come and gone – having fallen victim to the bulls. This rally has gone much further than anticipated and may have broken the bears.… read more.

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.