The Market’s Violent Transition

Posted on Saturday, November 19th, 2016

There are decades where nothing happens; and there are weeks where decades happen.”  ― Vladimir Ilyich Lenin This was another busy week for the markets in the aftermath of the Trump victory. There has been a sea change in the outlook for markets going forward which is much more predicated on the House, Senate and White… read more.

Shock Waves

Posted on Saturday, November 12th, 2016

 “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain What the heck was that? An unexpected Trump victory sent shock waves through markets this week. What was once up is now down and what was down is now up. You… read more.

Controlled Burn

Posted on Saturday, November 5th, 2016

I believe risk is most when we feel it least and the risk is least when we feel it most. -Steve Blumenthal CMG I read Steve Blumenthal’s weekly blog On My Radar every week. I don’t always agree with Steve but he always makes me think. His take on risk really struck a chord with me.… read more.