Category Archives: Uncategorized

Permabulls For The Long Run

  I once heard the late, great financial economist Stephen Ross speak at a Lehman Brothers bond conference in Sun Valley, Idaho.  He opened his presentation with a short story about how investors would approach him and ask, “if you’re … Continue reading

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Week In Review – March 22

Summary Big move in 10-year yields fueled by dovish Fed and ugly German economic data German 10-year Bund yields crossed into negative territory Turkey and Brazil bond yields blow out on currency weakness and Brazil’s political risk we spoke about … Continue reading

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QOTD: More On Moore

QOTD = Quote of the Day Memo to Senate: Just Say No …today the president nominates Stephen Moore to be a Fed governor. Steve is a perfectly amiable guy, but he does not have the intellectual gravitas for this important … Continue reading

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Vol Spike…

Still waiting for evacuation. #VikingSky #Mayday pic.twitter.com/6EvcAjf5D2 — Alexus Sheppard 🏳️‍🌈 (@alexus309) March 23, 2019  

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Sector ETF Performance – March 22

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Global Risk Monitor – March 22

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Exactly As We Suspected…

Ugghhh…. Scoop on how this went down: At lunch last week, Kudlow showed Trump Stephen Moore’s op-ed in WSJ. Trump said: Why didn’t we make him Fed chair. Kudlow said you could name him to one of open seats. Trump … Continue reading

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This Should Concern And Worry Everyone

Adios to Fed independence.  This will hurt the reserve currency status of the dollar. Did you read his clueless and ideology laced OpEd last week?  Now obvious nothing more than an audition cover letter. Why are wheat and soybean prices … Continue reading

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Is The Trade Deal Moving South? China Balks On 737 Max

M Continue reading

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FOMC: Bid Adieu to QT

Just our quick take on today’s Fed. The major takeaway from today’s FOMC announcement is the end of QT in September with the cap moving down to $15 billion in the SOMA Treasury portfolio in May. The Committee intends to … Continue reading

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