Category Archives: Politics

Our Summer Of Discontent

Turning and turning in the widening gyre The falcon cannot hear the falconer; Things fall apart; the centre cannot hold; Mere anarchy is loosed upon the world, The blood-dimmed tide is loosed, and everywhere    The ceremony of innocence is … Continue reading

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Fading A China Trade Deal

Trump is going to have to cave on some major issues as it appears China is gearing up to play hardball and is ready to rumble in the next round of negotiations.  The Ministry of Commerce announced this morning the … Continue reading

Posted in Equities, Politics, Trade War, Uncategorized | Tagged , | 10 Comments

Ross Perot And Me

R.I.P, Ross Perot. The Butterfly Effect Again If not for Ross Perot’s decision to run for president as a third-party candidate in 1992, there would be no President Bill Clinton, no candidate Hillary, and probably no President Trump. Politics is … Continue reading

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The Snowflake Economy & Market

Don’t talk to me about snowflakes.  I have one daughter in college and one about to enter and we have had some very interesting and, let’s just say loud, discussions about free speech,  triggers, snowflakes, and safe spaces.   On one … Continue reading

Posted in Economics, Politics, Uncategorized | Tagged , , , , | 14 Comments

When 50 Percent Of U.S. Households Were Insolvent

Not that long ago, by the way. My good friend, David Jones, sent over some new data this past weekend.  We have been busy. Our First Take Not a lot of prose tonight as we will let the data and … Continue reading

Posted in China, Economics, Policy, Politics, Uncategorized | Tagged , , , | 1 Comment

Did Mueller Buy Or Sell President Trump?

“And as set forth in the report after that investigation, if we had had confidence that the President clearly did not commit a crime, we would have said so.  We did not, however, make a determination as to whether the … Continue reading

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Will The S&P Hold The Line?

Will the S&P hold its May 13th low of this current sell-off at 2801.43? Glad you asked.   The market is currently trading at its low of the day, 5 points above that support level. Tuesday’s Post The stock market took … Continue reading

Posted in China, Equity, Politics, S&P500, Uncategorized | Tagged , , | 2 Comments

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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Trump Losing Fox News – Summer of Discontent Cometh

Caveat emptor.  The complacency in markets is absolutely stunning as the U.S. slowly drifts into, what could be, the biggest Constitutional Crisis in the nation’s history. Trump lost the top legal analyst at Fox News today.  This is a major … Continue reading

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Mueller Report: Hollywood Can’t Make This Stuff Up

Wow!   We are still digesting the full redacted version of the Mueller Report. We only had to get through the first few pages within an hour of its release on Thursday for us to conclude the House Democrats will have … Continue reading

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