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Monthly Archives: July 2019
Sign of the Times
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Why Did Stocks Fall After Rate Cut?
Gravity. Stock prices are waaay too high. Stocks went down not because the Fed messed up. If they needed to cut 50 bps and signal more to come because of coming economic weakness, what in heavens name were stocks doing … Continue reading
Fed To Cut With “Loose As A Goose” Financial Conditions
It is absolutely clear to us this rate cut is motivated to placate a clueless and unprincipled president and also including Wall Street traders. We call them the “market socialists” who look for government intervention to set prices rather than … Continue reading
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Why Is Apple Rallying?
For iPhone, we generated $26 billion in revenue. While this is down 12% from last year’s June quarter, it is a significant improvement to the 17% year-over-year decline in Q2. – Tim Cook, Earnings Conference Call, July 30 This is … Continue reading
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Deflation? Not Even Close
Core CPI consistently prints around 2 percent, the average over the past eight years, with the latest reading of the June core rate coming in at 2.1 percent. Sure, we can find another index to show lower or higher rates … Continue reading
Good v. Evil
Yes, that is what 2020 is shaping up to be all about. Watch the videos and read the tweets below and you decide, then act… Why is so much money sent to the Elijah Cummings district when it is … Continue reading
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Enter The Selling Zone 2.0
It’s that time again. No, not the, now annual October fires in California (helluva a Chinese hoax, btw) we’re running from but the S&P moving into the selling zone. We are reposting a piece we published on the very day … Continue reading
Posted in Equity, Uncategorized
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Life After 10 Downing Street
This is too funny! Click on and enjoy. Theresa May leaves 10 Downing Street for the final time. 🍷 pic.twitter.com/8BA2uzQd4s — ray 鄺羡華 (@raykwong) July 25, 2019
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