New Debt Added vs. Precious Metals Production
Everything is cyclical. The economy, social attitudes & norms, you name it. With this in mind, we rarely make any long-term projections because once one believes a trend is firmly…
The Week Ahead | 11/16/2020
As earning season is winding down, this week we have a normal economic calendar. Housing data and retail sales remain strong while jobless claims and industrial production remain important to…
Tech’s Bizarre Beginnings & Lucrative Pivots
When you’re building something great, things are bound to get messy. As many as 80-90% of startups fold and those left standing also fail, repeatedly. Rarely does a business take a…
The Fed’s Balance Sheet May Be Headed to $40–$50 Trillion
President Trump has said often that he had “created the greatest economy the world has ever seen until the China virus came.” Maybe some people believe that, but if the…
Lockdowns Haven’t Brought down Covid Mortality. But They Have Killed Millions of Jobs.
During the early onset of covid-19 in the spring, government officials across the political spectrum widely agreed that government intervention and forced closure of many businesses was necessary to protect…
The Week Ahead | 11/02/2020
Clarity for Investors will soon be here. The economic Calendar this week will focus on BLS data on Fridayy and the ADP private payrolls on Wednesday. ISM manufacturing and ISM…
The Week Ahead | 10/26/2020
Earnings season is well underway. 183 S&P 500 companies will report this week. Only Election and Covid news will reign supreme and will be what most investors will pay attention…
The Week Ahead | 10/18/2020
This week there are three points that will drive the market. The Stimulus – Nancy Pelosi gave the Trump Administration until Tuesday to bring her a deal. The election –…
The Week Ahead | 10/12/2020
The market is taking the recent trends in polling to mean a very favorable set up for stocks. The velocity with which stocks are rallying ahead of the election i…
The Week Ahead | 10/05/2020
Happy Monday. Good Luck out there this week. Global Spotlight COVID-19 in the Oval Office. Following the shock Oct. 1 announcement of U.S. President Donald Trump’s COVID-19 diagnosis, next week…