Trump Train or Bulldozer?

Posted on Saturday, February 4th, 2017

All eyes are on Trump and Washington DC as the Trump Train rolls through our capital. Trump has been even more aggressive in using Executive Orders and in speaking to foreign leaders than most suspected and that has the Street on edge. Maybe we need to rename the Trump Train to the Trump Bulldozer. While… read more.

High and Rising

Posted on Saturday, January 21st, 2017

“Is Trump aggressive and thoughtful or aggressive and reckless?” – Ray Dalio  Davos World Economic Forum 1/18/17 And we sit and we wait. How will Trump preside? The market and market players would have been more at ease with a Clinton presidency. She would have been easier to predict. Trump is different. He does not… read more.

When Everyone Agrees

Posted on Saturday, December 31st, 2016

Here is a short blog today as we are currently writing our end of the year letter and formulating our investment thesis for 2017. Bob Farrell was an absolute legend during his 5 decades on Wall Street and finished his career on the Street as the Chief Strategist at Merrill Lynch. Farrell encapsulated his 45… read more.