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Category Archives: Uncategorized
2018 Sector ETF Performance
Forget about the noise of the last week. December and Q4 were an ugly finish to an ugly year. A lot going on underneath the hood. Stay tuned.
My Margin Call From The Grim Reaper
Wow! That was a close one. Didn’t realize how serious it was during my last post, “Do You Believe In Omens.” Before I go on, let me THANK my readers from all over the world for the kind and encouraging … Continue reading
Posted in Economics, Uncategorized
Tagged Global Macro Monitor, Margin Call From The Grim Reaper
15 Comments
Do You Believe In Omens?
After finishing my last post earlier tonight on how we may be misdiagnosing the ails of the market, I had this strange episode where I couldn’t breathe. I really thought it was lights out. Last month I had a pain … Continue reading
Diagnosing What Ails The Market
My father-in-law died of rectal melanoma, a disease so rare his doctors didn’t even know it existed. He was diagnosed with having a rectal fissure. He lived with some discomfort until I called him one night. Slurring his words, he … Continue reading
Posted in Budget Deficit, Fiscal Policy, Uncategorized
Tagged Fiscal Policy, Monetary Policy, Stock market correction
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Japan’s Contrary Move On Immigration
Japan zigs (liberalizing) while the U.S. and Europe zag (restricting) on immigration. Interestingly Japan recognizes that immigration can move the needle on growth and is moving to finally liberalize its policies. There are three main factors that drive economic … Continue reading
Week In Review – December 14
Summary Bond yields relatively stable in spite of weak and volatile equities Bookend EM 10-year yields – Brazil in 40 bps, Turkey out 70 bps U.S. credit stabilized last week Dixie traded to new 52-week high but couldn’t close above … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Month, Performance, Quarter, Stocks, Week, Week in Review, Year-to-date
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World (War I) Series
This is so cool…more than baseball heroes! Hank Gowdy and men from the 116th Infantry playing ball behind the front lines in France, August 1918. NARA. @OTBaseballPhoto pic.twitter.com/78VN6MPtt1 — Jeff Nichols (@backwards_river) December 15, 2018
Global Risk Monitor – December 14
Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Green growth
In this episode of Business Planet we focus on the efforts underway to encourage innovation and transform industry in Europe. … READ MORE : http://www.euronews.com/2018/12/14/gr…
Posted in Uncategorized
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