The Week Ahead | 05/13/2019
Recent Developments and Headlines Well, last week we saw Volatility come back to the market because of the Trade War, VIX increase 19% to close at 16.04 up from 12.87…
Bonds/Interest Rate Update
Jeffery Gundlock, the Founder and CIO of Doubleline Asset Management had some things to say about the bond market at the Sohn Conference which took place this past week. Of note, was…
Time to Go Shopping at Walmart?
Everyone knows Walmart (WMT), the high volume big box retailer that sells everything from electronics and automotive products to clothing and groceries. The company is, by definition, a stable and…
Hayekian Insights from The Road to Serfdom
Hayek's "Road to Serfdom" is one of the greatest economic reads that everyone would benefit from. We suggest you have a read. But if you prefer the video version, there are…
The Best and Worst Performing Wealth Markets in the Last 10 Years
The chart says it all, so we are going to let our readers simply take it in. While there are some common reasons why our wealth is being created or…
Inflation: The Rumors of its Death are Greatly Exaggerated
Speaking at Grant’s spring conference, Steve Hanke, master monetary economist, described the money creating business in the US as “Pretty much everything is well-behaved.” While the Fed does its best…
Is Boeing Ready for Another Drive?
Boeing continues to have a difficult time of it. The controversy around the performance of the 373 Max continues to haunt the company. Furthermore, the news that is bleeding out is a…
Is it Time to Hedge?
Is it time to hedge? This is the $64 trillion question on the minds of investors. As we have stated in the past, we do not think a trade war…
Why Social Democracy is Failing Europe
Europe is imploding in slow motion. The European Union is another layer of government that is smothering everything in sight, as it seeks to own and control everything that takes…
Trade Updates & Market Thoughts
Over the weekend, the Chinese Government said they would not stick to the terms of the trade deal they had negotiated so far. Pretty shocking as they were agreed to in…
The Week Ahead | 05/06/2019
The end of Q1 had the most economic data points in the week of the year. There are many models and excel sheets that will be crunching the numbers in…
Electronic Arts (EA) Earnings Opportunity
Electronic Arts (EA) will be reporting earnings on Tuesday and Mike discussed an interesting trade on the name. EA has fallen out of favor lately as the stock is down…