Monthly Archives: August 2018

Google: At Least We Had The Zip Code Right

Stunning, though not surprising, to hear the POTUS hammer Google today, ….results on “Trump News” are from National Left-Wing Media, very dangerous. Google & others are suppressing voices of Conservatives and hiding information and news that is good. They are … Continue reading

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Fading Fangs

Traditionally,  the generals are shot last. Untraditional  times as markets continue to rise to infinity and beyond, Buzz! Hat Tip:  Tom McClellan  @McClellanOsc  

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Event Risk Radar

Nice chart from Nomura on the event risk timeline. Why worry about event risk, the market goes up everyday?   Now more than ever. Hat Tip:  Chris Weston   @ChrisWeston_PS

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Took my oldest daughter, 18 year old, to see Paul a few years back and she asked if this was a famous song.  Uhhh, yeah! BTW, he wrote it for John’s son, Julian, to comfort him during his parent’s divorce. … Continue reading

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US-China tariffs in numbers – FT

As another round of tariffs are imposed by both countries in the trade war, the FT takes a look at some key facts and figures, as well as the types of goods affected Subscribe to here:

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The Year Of The Flipper

Wow.  This could be big or maybe not. Breaking: Paul Manafort began negotiations to *cut a deal with Mueller* for charges in the DC case – first report of Manafort looking to plea. New from @aviswanatha who joins us at … Continue reading

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The United States-Mexico Trade Agreement

Another “Potemkin trade deal.” Nothing there and will not move the needle in bringing back jobs to the U.S., in our analysis. That is why, we believe,  the markets like it — little impact on profit margins and the prospect … Continue reading

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Climate Change? Check The Data

A must view. Seems to be a structural change or tipping point took place in the 1990’s.  Getting hot outside, folks. What changed?  The rise of China and the massive increase in coal fired power plants. We have crossed the … Continue reading

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Week In Review – August 24

Summary Brazil 10-year blows out 21 bps and currency flops 5 percent on political concerns. The former president, Luiz Inácio Lula da Silva, is surging in the polls, even from his jail cell.  While the other top presidential candidate, Jair … Continue reading

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R.I.P., Maverick

You were truly a great American and a super hero. I love you forever – my beloved father @SenJohnMcCain — Meghan McCain (@MeghanMcCain) August 26, 2018 One of his finest moments – 2008 Presidential Campaign A class act.  

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