Monthly Archives: October 2018

The Taylor Swift Boating Of The Midterms

The term swiftboating (also swift-boating or swift boating) is a pejorative American neologism used to describe an unfair or untrue political attack. The term is derived from the name of the organization “Swift Boat Veterans for Truth” (SBVT, later the Swift Vets … Continue reading

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Exit Mr. Rocktober

Ugly month. The fourth worst October performance for the S&P500 since 1950.   Could have been much worse if not for the bulls skate save over the past two days. Rare that stocks down so much yet 10-year yield 8 bps … Continue reading

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“What will Brazil’s role in Venezuela be with Bolsonaro’s Presidency?”

Carlos Milani, Associate Professor at the Rio de Janeiro State University’s Institute for Social and Political Studies (IESP-UERJ) “Bolsonaro”s election is very worrisome for our young democracy” Visit our website:

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Welcome To The Club, Mr. President

An antagonistic free press is part of the job description, no? President Trump – October 26, 2018   Whenever the press quits abusing me I know I’m in the wrong pew. I don’t mind it because when they throw bricks … Continue reading

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Republicans Set For Historical Thumping In Midterms

Updated October 30 @ 1:15 a.m. –   Data correction  Summary President Trump’s Gallup approval rating has collapsed over the past week We have updated our simple single factor model, which now projects the Republicans will lose 53 House seats next … Continue reading

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Why The 2018 Stock Market Corrections Are Different

Just a quick note and some data to bolster our last post and concern that Treasury yields are not coming in  during this stock market correction. The table illustrates that the this year’s two S&P 10 percent corrections have coincided … Continue reading

Posted in Equity, Interest Rates, Uncategorized | Tagged , | 33 Comments

S&P500 Key Levels

The oversold S&P is off 30 points from its morning high.  It’s imperative it has a strong close today. We do think a test of the February low of 2532. 69 is a done deal, that is another 5.4 percent … Continue reading

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Go Irish!

A beacon in a world that grows darker by the day.   Meanwhile, Ireland has just re-elected a president who speaks like this. — Barry Malone (@malonebarry) October 28, 2018

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Week In Review – October 26

Summary Another ugly week for equities led by non-China Asia Starting to see a flight to quality as 10-year yields coming in a bit U.S. credit blowing out again VIX has doubled in October Lumber still in timber mode as … Continue reading

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Sector ETF Performance – October 26

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