Market Preview

Volatility Disconnect

The market has rallied strongly on the Trump election, mostly on assumptions that his economic plan will be great the economic growth. However, is the market getting ahead of itself.

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2017 Predictions

To say that 2016 was a boring and predictive year is an understatement, probably the two biggest items impacting the economic fronts were the cantankerous election ending in a Trump win and the BREXIT sending ripples through Europe. But what should ...

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Election and the Markets

I appreciate the very "strong" feelings people have for the candidates and I am going to attempt to be as objective as I can when reviewing the candidates and how it may impact the economy and markets from my very humble opinion. There are certainly ...

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Get Ready!

I apologize that I have not written sooner. The last 8-9 months have been long and have required my full attention; from setting up new offices, new jurisdictions, new businesses, accounting, systems, new language, traveling, and of course legal. ...

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Minsky's Moment

The Economist in their last issue ran an excellent article about the “Minsky’s Moment”, the last time his name and theory were evoked by the Economist was in 2009 after the financial crisis. I can’t help wonder if the ...

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Surprise Labor Report?

The market has seen significant volatility since the BREXIT and the circus in the US, which we certainly can’t proudly call a democratic election, is laying a rather bleak blanket of uncertainty over the US economic future. The bounce off the ...

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ASSumptions

Courtesy of wikipediaOscar Wilde said, “When you assume, you make an ass out of u and me.” Which is probably one of the most astute observations of the human condition and I might add put in an eloquent, yet poignant way.The run-up and ...

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