The Week Ahead | 7/22/2019
The US economy continues to decelerate. The Fed is behind the curve on the easing adjustments. The Rest of the world is setting up to recover. This means is…
Facebook’s “Libra,” New Boss, Same as the Old Boss
Starting in 2020, Facebook wants to offer its customers a global high-tech currency and infrastructure. The US IT giant says that this will provide many people around the world with…
The Week Ahead | 07/15/2019
Happy Monday. Good Luck out there this week. Global Spotlight From Foreign Policy Fracas to Freeze? As U.S. President Donald Trump tries to avoid major foreign policy debacles from upsetting his…
The Week Ahead | 7/8/2019
Are we in a recession? JUN Global Manufacturing PMI (49.4 = worst reading since 2012), MAY German Factory Orders (-8.6% YoY = worst reading since SEP ’09) US Factory Orders…
Happy Independence Day
As the US Citizens celebrate their liberation from the crown of England, it is useful to recall a bit of history and remind ourselves how we got here. One way to…
The Week Ahead | 7/01/2019
Happy Monday. Good Luck out there this week. Global Spotlight Trump and Xi Declare a Truce. In line with the leaks and signaling in the days leading up to the G-20…
Tech Founders Predict the Next Wave of Startup Growth
Today’s tech founders have unique insights into the evolving arena of innovation and are keenly aware of why some companies succeed more than others. Many have worked with multiple startups…
It’s No Bitcoin: Facebook’s Libra Currency Is Tied to Government Currencies
Facebook has decided that they what to bring out their own cryptocurrency. A review of the details suggests to us that it is simply another fiat payment system. It is…
The Crypto Rollercoaster Rides Again
It is no secret we are bullish Cryptos for the long-term. People all over the world are looking for an alternative to their local currencies whose value is inflated away…
Close the Apple (AAPL) Trade
On 1-June-2019, we suggested investors buy a risk reversal as a way of taking a bullish position in Apple Inc. We, of course, were bullish at the time and thought the…