Category Archives: Politics

Lavender Wave Still Cometh

Massive Lavender Wave Coming In November We believe there will be a massive “lavender wave,” in the November midterms.  Lavender is the color combination of pink and blue. …In elections, women are also more likely to vote in higher numbers and … Continue reading

Posted in Crude Oil, Politics, Uncategorized | Tagged , , , , , | 3 Comments

Politics Of The Employment Report

Today’s nonfarm payrolls miss,  134k total jobs created in September, sealed the deal on the job creation political debate before the November midterms.   That is all things being equal — during President Trump’s first 20 employment reports versus President Obama’s … Continue reading

Posted in Employment, Politics, Uncategorized | Tagged , , | Leave a comment

Rising Oil Prices And Midterm Elections

The price of crude oil is up 36 percent since President Trump took office, squeezing the consumer at the pump and offsetting most of the personal net income gains from the tax cuts. The rise in gas prices has cannibalized … Continue reading

Posted in Crude Oil, Cyprus, Politics, Uncategorized | Tagged , | 5 Comments

Who Is Funding The U.S. Budget Deficit?

Here is a little teaser for our coming post on the Treasury market, which should be out tomorrow.  The latest data is from the Flow of Funds just posted by the Federal Reserve Board (FRB). Note,  less gold (Fed) and … Continue reading

Posted in Capital Flows, Charts, Debt, Fiscal Policy, Politics, Uncategorized | Tagged , , , | Leave a comment

Massive Lavender Political Tsunami Forming

They’ll eat their words with a fork and spoon And watch ’em they’ll hit the road And all be surfin’ soon And when they catch a wave they’ll be Sittin’ on top of the world Catch a wave and your … Continue reading

Posted in Politics, Trade War, Uncategorized | Tagged , , , | Leave a comment

Midterm Political Economy Rorschach Test

President Trump and President Obama were in a big pissing match over the weekend on who should get credit for the current healthy economy. Take our Rorschach Test by viewing the inkblots economic charts and you decide.   Then take the … Continue reading

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | Leave a comment

The moment ‘Brazil’s Donald Trump’ is stabbed at election rally

RARELY has the aphorism “what doesn’t kill you makes you stronger” been more apt… Doctors said Mr Bolsonaro will be hospitalised for at least a week. But with a month left before the first round of the election on October … Continue reading

Posted in Emerging Markets, Politics, Uncategorized | Tagged , , | Leave a comment

The Lavender Wave Cometh

It’s here folks.  Just as we said back in early July. Not a  political statement, just trying to model reality. Recall, on the eve of the election we did predict Trump would win the electoral college and HRC the popular … Continue reading

Posted in Politics | Tagged | Leave a comment

The Year Of The Flipper

Wow.  This could be big or maybe not. Breaking: Paul Manafort began negotiations to *cut a deal with Mueller* for charges in the DC case – first report of Manafort looking to plea. New from @aviswanatha who joins us at … Continue reading

Posted in Politics, Uncategorized | Tagged , , | Leave a comment

R.I.P., Maverick

You were truly a great American and a super hero. I love you forever – my beloved father @SenJohnMcCain pic.twitter.com/Y50tVQvlVe — Meghan McCain (@MeghanMcCain) August 26, 2018 One of his finest moments – 2008 Presidential Campaign A class act.  

Posted in Politics, Uncategorized | Tagged | Leave a comment