Economy

New Era

It’s a new era…yes, we have a new President, but more interestingly, I’m now broadcasting from bed. Click here to watch this

When Cash Can Be King

The past few weeks I’ve had a lot more bonds called and/or matured in the portfolios I manage than I

Emotions & Opinions

To watch/listen to this week’s article please click here. Tough to watch the siege of the U.S. Capitol Building Wednesday,

A Cup of Joe?

To watch/listen to this week’s article please click here. This is about as standard as it gets in the technical

Anticipating the Puck

To watch/listen to this week’s article please click here. The Great Wayne Gretzky said it best, skate to where the puck

The Debacle

To watch/listen to this week’s article please click here or copy the following link: https://youtu.be/CS0lmU3vi0Y The day after the Presidential Debacle the equity

No News Sell Off Shifts to Macro

To watch/listen to this week’s article please click here The “no news sell off” that started on September 9th, is now

Bye-Bye Bear

To watch/listen to this week’s article, please click here. By way of putting in a new high last week, we

Science, Stimulus & Surprises

To watch/listen to this week’s article, please click here. https://www.youtube.com/watch?v=_bimUX9X4Bw I’m going to sum this week’s note up in the first

Election Reluctancy

I’ve resisted the urge to think too much about the election, as I believe the market won’t start to pay

Unprecedented

Earnings season is upon us, and it’s usually the time I look forward to, as it either confirms expected profitability

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