Category Archives: Politics

The Summer Of Discontent

See full story here. We have been all over this one since early spring.   Never works out exactly as expected but content to be in the same zip code.

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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

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Mitch McConnell Raises The White Flag, Lays Out Welcome Matt

  Senate Majority Leader Mitch McConnell (R-Ky.) blocked two election security measures on Thursday, arguing Democrats are trying to give themselves a “political benefit.”  …Sen. Richard Blumenthal (D-Conn.) also asked for consent to pass legislation that would require candidates, campaign officials and … Continue reading

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No Congress For Old Men

* Mueller Time Man, it was painful watching an aging 74-year-old American hero caught up in the cross-fire of the Democrats and Republicans on Capitol Hill today. Robert Mueller will be 75-years old on August 7th, is a decorated Marine, … Continue reading

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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

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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

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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

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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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