The Week Ahead | 12/30/2019
Well the Santa Clause Ralley is in Full effect. The SP500 has been up 10 out of the last 11 days. There was some Selling at the end of the…
The Week Ahead | 12/23/2019
The holiday week is here. Looks like a Santa Claus ralley is already in effect, but what is this ralley. A Santa Claus rally is a calendar effect that involves a rise in stock…
The Week Ahead | 12/16/2019
Happy Monday. Good Luck out there this week. Global Spotlight Dec. 15-17: North Korean Deadline Looms. Washington’s point person on North Korean outreach, Stephen Biegun, will arrive in South Korea on…
The Week Ahead | 12/09/2019
Happy Monday. Good Luck out there this week. Global Spotlight Hong Kong Protests. The Civil Human Rights Front, the organizer of Hong Kong’s peaceful protests last summer against the extradition bill…
The Week Ahead | 12/02/2019
The Stocks rallied last week to new record highs as they marched lock step in the bull investors favor. Trading on blind optimism continued to fuel the risk-on behavior. The…
Tesla’s Cybertruck May Carry Bears to the Woodshed.
Elon Must is scheduled to unveil Tesla’s “Cybertruck” pickup tomorrow. It’s a big deal. I’ve long been perplexed by why Elon and Tesla focused on cars when the most profitable…
The Week Ahead | 11/18/2019
Happy Monday. Good Luck out there this week. Global Spotlight Week Ahead: Escalations in Hong Kong. The situation in Hong Kong has entered a new, more violent phase, but the worst may…
The Week Ahead | 11/11/2019
Often, we don’t dwell on the dangers that face our servicemen and women as they work to protect our freedom. But, it is there. Today we honor and celebrate those…
The Ghosts of Failed Banks Have Returned
Recently, something unusual happened: instead of the more normal reverse repurchase agreements, the Fed escalated its repurchase agreements (REPO).
Human Insight, Computer Power: What is Quantamental Investing?
The world is awash in data like never before. From a person’s morning Uber ride and a favorite coffee spot to the emails sent from their office—all these activities create…
The Business Value of the Blockchain
Blockchain can be an elusive concept. Its abstract nature leaves many wondering if this emerging technology is the global catalyst evangelists claim it to be. But blockchain is more of…
The Week Ahead | 11/04/2019
Happy Monday. Good Luck out there this week. Global Spotlight Nov. 2-4: ASEAN Summit. Leaders from across Southeast Asia will gather in Bangkok for the annual Association of Southeast Asian Nations…