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Yearly Archives: 2018
Global Risk Monitor – March 30
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
Leave a comment
What Keeps Us Up At Night…
This could end America’s free-ride: no more QE; no more balance of payments deficits without tears; and no more foreign financing of the U.S. budget deficit. We hope the Administration at least is concerned and has it on their radar. … Continue reading
Posted in Dollar, Uncategorized
Tagged BOP deficits, Budget Deficits, Dollar Reserve Status, QE
5 Comments
Opening Day…
Seals Stadium, San Francisco 4/15/58 – First Major League pitch in California is delivered by Giants opening day pitcher Ruben Gomez to LA Dodgers batter Gino Cimoli. After 1957 season, both teams uprooted from NYC and moved to West Coast. … Continue reading
A Modern Day Easter Story
Greater love has no one than this: to lay down one’s life for one’s friends. – Jesus of Nazareth, Gospel of John French officer who died after swapping himself for a hostage when an extremist gunman attacked a supermarket in … Continue reading
Potemkin Trade Deals
What a farce. Why not just negotiate an increase in Korean imports of American flying cars and call it a victory? Nothing here. Move on. South Korea, meanwhile, negotiated a permanent steel-tariff exemption in exchange for allowing additional U.S. auto … Continue reading
Unmoored & Rudderless Stock Market
Didn’t today’s market feel like a rudderless sailboat ripped from its mooring and blown about by random gusts of wind (algos)? We count the Dow crossed the unchanged line at least thirty times today. The generals have have been taken … Continue reading
Posted in China, Equities, Geopolitical, Uncategorized
Tagged China, Equity Markets, JFK-Trump analog, North Korea
Leave a comment
The $10k 3-D Printed House
Stunning! Click link to view video. This 3D Printed House Was Finished in a Day and Costs Less Than $10,000 #3dprinting https://t.co/gc1mBVA0TW pic.twitter.com/IAn3oxaIS3 — 3D Printing News (@3DPrintMaven) March 20, 2018
Posted in Uncategorized
10 Comments
“Many Chinese Would Like To Teach [Trump] A Lesson”
Yikes! Nasty rhetoric from a newspaper under the auspices of the People’s Daily. Me thinks Trump & Co. are going to be played by Xi & Co. like a Chinese fiddle. China already perceives the Trump Administration as a Paper Tiger. … Continue reading
The Key to Understanding Facebook’s Current Crisis – WSJ
Facebook’s current data crisis involving Cambridge Analytica has angered users and prompted government investigations. To understand what’s happening now, you have to look back at Facebook’s old policies from 2007 to 2014. WSJ’s Shelby Holliday explains. Illustration: Laura Kammerman Don’t … Continue reading
