Pressure is Building and Hurricane Relief Homework

Posted on Saturday, September 2nd, 2017

The markets perceived safe havens of gold and the US Treasuries continue to rally. The yield on the 10 year is back to flirting with the 2% level. Gold is trying to break through $1300 an ounce and was outperforming the S&P 500 for 2017. Those are not exactly confidence builders for stock investors. Those… read more.

Caution Flags

Posted on Saturday, August 26th, 2017

A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty. – Winston Churchill  “…algorithmic traders and institutional investors are a larger presence in various markets than previously, and the willingness of these institutions to support liquidity in stressful conditions is uncertain.”- Janet Yellen Jackson Hole 8/25/17 In Janet Yellen’s… read more.

Fear and Greed

Posted on Saturday, August 19th, 2017

While most of America seemed to be mired in statue controversies and rumored and real resignations we choose to focus on making money for our clients. Our focus was on the FOMC Minutes that came out this week. We think that it has real clues as to policy and market direction (i.e. making money). Here,… read more.