Monthly Archives: February 2019

QOTD: George Soros

Most of us assume the future will more or less resemble the present, but this is not necessarily so. In a long and eventful life, I have witnessed many periods of what I call radical disequilibrium. We are living in … Continue reading

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The Caravan On The Move Again

https://twitter.com/texas_dexter/status/1095501063850024960?s=12  

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China’s Pushback In Trade Talks Over Sovereignty

Bingo! Note our comment from an earlier post this evening, Seriously, folks,  do you really think the Middle Kingdom, with all its history and past glory, after climbing back to global superpower status, is now going to cave and give … Continue reading

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QOTD: Three Kinds Of People

There are three kinds of people: the haves, the have-nots, and the have-not-paid-for-what-they-haves.  – Earl Wilson QOTD = Quote of the Day

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SOTD: Magnificent

Fantastic vid.  Love that U2 twang! SOTD = Song of the Day

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S&P500 Key Levels

The S&P closed right at or just a smidgen above its 200-day moving average.   The market rally based on a government shutdown deal?  Come on, man! Another government shutdown wasn’t priced, so why should stocks move on a deal? We … Continue reading

Posted in Equities, Trade War, Trades, Uncategorized | Tagged , | 8 Comments

Venezuela: Failed Petrostate & The Roosevelt Corollary

Interesting piece in The Hill yesterday on Venezuela by former U.S. Senator Judd Gregg, Venezuela, the Monroe Doctrine and the Roosevelt Corollary.   A must read for those interested in all things Vennie. He refers to the Roosevelt Corollary to the Monroe … Continue reading

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Paul Tudor Jones Likes U.S. Stocks & Dollar

Great interview with Hall of Famer, Paul Tudor Jones (PTJ ), who has always been our fave, and even more so with what he is doing with JUST Capital.   See here for the top-ranked most JUST companies. PTJ likes U.S. stocks … Continue reading

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Dollar On The Launchpad

To the moon, Alice! – Jackie Gleason, The Honeymooners In our New Year’s Day Year In Review post, we doubted the market’s conventional wisdom the dollar would weaken throughout the coming year.  Not emphatically,  but we doubted, The dollar index … Continue reading

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The Fed And Mr. Market

Dangling interest rate cuts and QE or is that strawberry a China trade deal?  The whining makes it seem even more real. Wait!  Is that Kramer? What is encouraging you to keep going? A strawberry? 🤣🍓 pic.twitter.com/J7iTDPsYkn — China News … Continue reading

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