Tag Archives: Impeachment

It’s Hitting The Fan, No Longer A 6 Sigma Event?

When a headline like this appears in the Washington Post it is probably is no longer a 6 Sigma event, i.e, the odds of it happening are 500 million to 1. Recall the political scenario we laid out in May … Continue reading

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The Coming Political Oktoberfest

So we missed by a week or two. Coming “Summer Political Discontent?” There will be some political instability into a second referendum vote as the Brexiteers take to the street.  Depending on how things shape up with President Trump’s legal … Continue reading

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Impeachment Prediction Market Flying

Check out the prediction market on impeachment over at PredictIt. Odds Have Moved From 11:1 To 4.8:1 Trump Will Now Impeached By Year-End The contract that Trump will be impeached by the end of 2019 is up 133 percent in … 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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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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BFTP: How Sustainable Is Earnings Growth?

BFTP: Blast From The Past We posted the following last May when earnings and the market were all lathered up and on a sugar high induced by the corporate tax cut and weaker dollar in 2017.  Our lack of confidence … Continue reading

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Impeachment Market – The Only Market That Matters Now

Taking a break from Holy Week to sift through the Mueller Report. It is going to be very difficult, in our opinion,  for the House Judiciary Committee (HJC)  not to proceed with impeachment hearings.  If they begin, the Democrats will have … Continue reading

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