The Week Ahead | 07/23/2018
Share buybacks are still going strong. It’s really quite remarkable when you think about it. Payment to shareholders (Dividends and share buybacks) are running at an annual pace of $760…
The Week Ahead 07/16/2018
World Cup France beat Croatia in regular time to win the FIFA World Cup for the second time in its history. Global Spotlight Welcome to the Trade War. The White House…
Crypto Update | Don’t Stare at the Bear
We are intrigued by cryptocurrencies. Even though we are options traders first, stock, ETF and Mutual Fund investors second, we will continue to follow crypto. Someday it might be a…
Economists Won’t Predict the Next Crash — Because They Can’t
You get a lot of attention if you shout out things like “The stock market is about to collapse”, or “The US dollar crash is just around the corner”, or…
The Week Ahead 7/08/2018
Global Spotlight The Trade Danger Zone. In a largely expected yet foreboding move, the White House imposed 25 percent tariffs on $34 billion worth of Chinese industrial goods, to which China…
The Week Ahead 07/02/2018
Global Spotlight Third Time’s a Charm for AMLO. Mexican presidential front-runner Andres Manuel Lopez Obrador, popularly known as AMLO, may have failed twice before to reach the presidency, but a steadily…
The Week Ahead 06/25/2018
Global Spotlight Will Erdogan Rule the Roost? Turkish President Recep Tayyip Erdogan has a lot riding on the June 24 vote in Turkey. Time Is Ticking for White House Trade Pragmatists. U.S.…
The Week Ahead 06/18/2018
Global Spotlight The Handshake Seen ‘Round the World. Despite the hype, the summit between U.S. President Donald Trump and North Korean leader Kim Jong Un resulted not in a dramatic reveal…
The Absurdity of Keynesian Economics
People talk about economics all the time with the belief that it will help with their investment decision-making process or enables them to enter the debate on public policy. Unfortunately,…
It’s Fed Day | Will They or Won’t They Raise Rates?
The Federal Reserve Board will be meeting today to discuss monetary policy. It interesting how the Financial news channels are highlighting the 2:00 announcement as a will they or won’t…