Fed Up

Posted on Saturday, September 24th, 2016

The S&P 500 had its best week since mid July as central bank largess was increased yet again. On the menu this week was a buffet served up by not only the Bank of Japan (BOJ) but by the United States own, Federal Reserve. The BOJ refuses to give up on its intention to foster… read more.

Bond Market Headwinds – Dalio and Gundlach

Posted on Sunday, September 18th, 2016

Ray Dalio spoke at the Delivering Alpha Conference with CNBC. He made interesting note that interest rates cannot be made materially lower and may in fact “go the other way”. As bond yields go down it has the effect of making stocks more valuable. The bond bull market that has seen interest rates on the… read more.

The13th Beer

Posted on Saturday, September 10th, 2016

Welcome back! So completes THE most boring summer in investing history. Well maybe not quite but pretty damn close. It is astounding that markets have been so complacent in front of the fall investing season with a litany of worries globally including our own US Presidential election less than 90 days away. I myself am… read more.