Fickle Stock Markets and Daughter’s Driving

Posted on Saturday, August 15th, 2015

‘There are decades where nothing happens; and there are weeks where decades happen.’  – Vladimir Ilyich Lenin It has been some time since our last quarterly letter but then again not much of anything of consequence has happened since the summer began. As you can see from our above quote, stolen from Vladimir Lenin, this week has seen some… read more.

Tick Tock

Posted on Sunday, June 7th, 2015

After one of the slowest starts to a year in the last 100 years market volatility is coming back. Just as everyone is about to head off to the beach things are getting interesting. Why do Federal Reserve officials keep trying to change policy in the summer? It is a very illiquid time of the… read more.

Tension is Building and Heads Roll in Saudi Arabia

Posted on Saturday, May 2nd, 2015

A recovery in China, the world’s second-biggest economy, would influence securities and commodities prices around the globe, said Stanley Druckenmiller. For instance, it would send German government bond prices lower, boost European exporters and lift the price of oil. Stanley Druckenmiller – BLOOMBERG 4/15/2015 I have included a link the whole Druckenmiller interview with Bloomberg.… read more.