Monthly Archives: September 2019

It’s Hitting The Fan, No Longer A 6 Sigma Event?

When a headline like this appears in the Washington Post it is probably is no longer a 6 Sigma event, i.e, the odds of it happening are 500 million to 1. Recall the political scenario we laid out in May … Continue reading

Posted in Impeachment, Uncategorized | Tagged , , | 1 Comment

America’s Perilous Path Of Wealth Distribution

Summary We illustrate the stark contrast in the growth of household wealth between the different percentile groups since Q1 2000 The top 1% of households now hold more wealth than the bottom 90% The aggregate nominal wealth of the bottom … Continue reading

Posted in Economics, Uncategorized | Tagged , , | 37 Comments

The Coming Political Oktoberfest

So we missed by a week or two. Coming “Summer Political Discontent?” There will be some political instability into a second referendum vote as the Brexiteers take to the street.  Depending on how things shape up with President Trump’s legal … Continue reading

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What Are They Thinking?

Stocks are reeling from the following headline. The White House is weighing some curbs on U.S. investments in China, a source familiar with the matter told CNBC. This discussion includes possibly blocking all U.S. financial investments in Chinese companies, the … Continue reading

Posted in Capital Flows, China, Uncategorized | Tagged , | Leave a comment

Turmoil In The Money Markets & Financing Burgeoning Budget Deficits

Sit up and listen, folks.  We may be in the midst of a Black Swan event. Nobody knows for certain what is creating the turmoil in the repo and money markets but we suspect much of it has to do … Continue reading

Posted in Bonds, Uncategorized | Tagged , | 3 Comments

What the company of the future will look like | FT

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My 6 Sigma Political Scenario Now Trending On Twitter

I took so much incoming for this part of a post (reposted yesterday) I wrote back in May 2017.  People would look at me as I was crazy when I laid out the unlikely scenario, which, I admit, was written … Continue reading

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The Mooch On Impeachment

The Mooch says Republican Senators “hate Trump’s guts” and will turn on him. He is gone. It’s only a matter of time now and negotiation. @realDonaldTrump is done. — Anthony Scaramucci (@Scaramucci) September 24, 2019     Watch this space.  … Continue reading

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Viva la Oxford Comma!

This is actually my favorite TikTok — Dave Jorgenson 🗞 (@davejorgenson) September 23, 2019

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Beware Shorting Impeachments

Reposting a piece from a few years back to provide some market perspective on today’s news.  There are a confluence of events, not just political instability, of why we believe stocks are headed lower, including valuations and the shifting of … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 2 Comments