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Monthly Archives: September 2017
Deflation Or Change In Relative Prices?
Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation. It appears many can’t distinguish between the difference between … Continue reading
Posted in Crude Oil, Energy, Uncategorized
Tagged Change in Relative Prices, Cost of One Hour of Light, Deflation, Energy Prices, Inflation
7 Comments
The Most Dangerous Of Presidential Tweets
There have been many presidential tweets that have caused us alarm, but this is the one that concers us most. Not going to happen. Is there any faster and clearer path to a Category 5 Global Depression, complete market meltdown, … Continue reading
Posted in President Trump, Uncategorized
Tagged North Korea, President Trump, Presidental Tweets
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August U.S. Sector ETF Performance
Posted in Sector ETF Peformance, Uncategorized
Tagged August Performance, Sector ETF
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Cohn Dropping In Prediction Markets As New Fed Chair
If tax reform looks stalled, and we should find out in the next few weeks, is there any reason for Gary Cohn to stick around if he concludes he won’t be appointed Fed Chair? We wonder. Odds he will replace … Continue reading
General Kelly Is Pissed Off
We cited a Washington Post piece in our post yesterday morning citing the growing friction between the President and his Chief of Staff, General John Kelly, now dubbed the Church Lady by the White House staff. The President was quick … Continue reading
Posted in Politics, President Trump, Uncategorized
Tagged General John Kelly, NY Times, President Trump
2 Comments
Global Risk Monitor – September 1
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
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Shanghai Breakout
Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year. Turkey and Argentian up almost 40 percent. India, Brazil, and Korea almost 20 percent. Emerging … Continue reading
President’s Rebuttal Tweet On Gen. Kelly Conflict
General John Kelly is doing a great job as Chief of Staff. I could not be happier or more impressed – and this Administration continues to.. — Donald J. Trump (@realDonaldTrump) September 1, 2017
Posted in Politics, Uncategorized
Tagged General John Kelly, President Trump, Washington Post
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Get Shorty If The “Church Lady” Bolts La Casa Blanca
A stunning piece in the Washington Post posted last night about a potential conflict between President Trump and his Chief of Staff, General John Kelly, now dubbed the “Church Lady” by the White House staff. Political risk in Washington has diminished with … Continue reading
Global Macro Monitor 