Monthly Archives: May 2019

Heeee’s Back…Karl, Is That You?

In case you missed it, or don’t read the Drudge Report,  here is the current banner headline: Should we?  Ah, uh, well…we can’t help ourselves:   YOU HEARD IT HERE FIRST! In February 2018, we looked at the data of the political … Continue reading

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BFTP: Rare Earth Day 5.0

BFTP:  Blast From The Past Wow, here is a blast from the past.  Ahhhh, the daze of trading rare earfs! Watch this one, folks.  It may play big in the trade war with China. Rare earth minerals could be weaponized … Continue reading

Posted in Black Swan Watch, Commodities, Rare Earth Elements | Tagged , | Leave a comment

The Economy Heads South

  Today’s ugly retail sales and industrial production data knocked 50 bps off the Atlanta Fed’s GDP Now forecast for Q2 GDP, now down to 1.1 percent.   That’s a big decline compared to the recent Q1 3.2 percent print, which … Continue reading

Posted in Economics, Uncategorized | Tagged | 1 Comment

Who Pays The Tariffs?

I had some very interesting discussions on social media last night on who is paying for the U.S.-China Trade War.   It was kind of shocking that many didn’t even understand the basic tenets of economics yet have strong convictions held … Continue reading

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

How Strong Is The U.S. Economy?

Not as strong as many, including President Trump believes.   GDP growth and even the jobs data, including the unemployment rate, though fairly sunny, look deceptively strong and need a deeper look, which we have provided for you over the … Continue reading

Posted in Economics, Uncategorized | Tagged , , , , | 11 Comments

The Case For Free Trade

The Marxists and Socialists are winning the day, folks.   Apologies for the simpleton buzzwords but they are all the rage these days. The escalation of the trade war is bad, bad, bad news and could if we are not careful, … Continue reading

Posted in China, Economics, Trade War, Uncategorized | Tagged , , , | 2 Comments

Nonfarm Payrolls & Employment Data Diverging

Summary Last Friday’s nonfarm payrolls exceeded expectations with the first four months now averaging 205k jobs created, right on the monthly average since October 2011  The employment data is moving the other way, however, falling 103 in April and has … Continue reading

Posted in Employment, Uncategorized | Tagged , , | 11 Comments

Some Background On China Trade Talks

Some perspective from a prior post on President Trump’s predisposition toward free trade. We hope for a good trade deal and China caves on everything.  We also hope for the end of poverty, world peace, and everyone to self actualize … Continue reading

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BFTP: Don’t Say You Weren’t Warned On China Deal

BFTP = Blast From The Past CHINA SAID TO TELL U.S. SIDE WON'T CHANGE CHINESE LAW FOR DEAL — zerohedge (@zerohedge) May 6, 2019 China’s Pushback In Trade Talks Over Sovereignty Posted on February 12, 2019 Bingo! Note our comment from … Continue reading

Posted in Trade War, Uncategorized | Tagged , | 1 Comment

Baseball Giants Are Born This Day

Today In 1883: The New York Gothams play their 1st game in franchise history (nice uniforms!) They were renamed the more familiar New York Giants in 1885, and became the San Francisco Giants in 1958. #MLB #SFGiants — Baseball … Continue reading

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