Trump Stepping on The Gas

Posted on Sunday, February 18th, 2018

As Warren Buffett famously said, “When the tide goes out you find out who has been swimming naked”. That tide may be rising interest rates. The tide has only begun to recede and yet it appears we may have found some to be swimming naked. In recent weeks we have seen unexpected announcements from the… read more.

It’s Just Math

Posted on Sunday, February 11th, 2018

So much to say and so little space. Let’s jump right in. What Happened? Investors are convinced that Interest rates have begun to move higher and may have broken their 30 year + downtrend. The US 10 year has gone from 2% to 2.85% in just 5 months. The 10 year is in every risk… read more.

Warning Shot Across the Bow

Posted on Sunday, February 4th, 2018

Bitcoin’s rise and fall has been fascinating to watch and its technology may, in time, be of great significance but for now but the most important takeaway for us may be the signal that the rise and fall of bitcoin has now seemingly produced. The rise of bitcoin leads us to the inescapable conclusion that… read more.