Market Preview

A Fed Game

The confluence between the Fed and economic data will ultimately drive Fed monetary policy. It is important to remember that one must not cherry pick the data nor just look at the headline data. Certainly the Fed is delving into the numbers, because ...

Read More

Japan jumps the shark!

“Jump the Shark!” is an idiom that typically describes a moment in the evolution of a television show when the quality declines and some type of gimmick is used in a desperate attempt to keep viewers interested. The term comes from a ...

Read More

Not all is Rosy

What we had hoped would not come to pass is now becoming reality. Perhaps it was hope rather than math, that drove optimistic perception. I have a saying, which I probably don’t repeat enough; “You can choose to ignore the math, but you ...

Read More

Eye of the Storm?

We very well could be in the eye of the storm. There is an election that has turned into a circus on both sides of the political spectrum, Russia is fully engaged in Syria while the U.S. sits by and waves its finger, earnings season has been mixed, ...

Read More

Betting on Inflation

The UK just reported DEFLATION (-.1% for September) for the first time since 1960. Deflation is a huge concern for the Fed. We have seen a strong rally in the dollar and a huge drop in commodities. What many fail to realize is there is a link ...

Read More

Crazy September

The stock market sold off heading into the high expectations of a rate hike in September. Then it bounced, but sold off when the FED did NOT hike rates. Yellen came out in a speech, days later and said they will hike rates, in what seemed some ...

Read More

Fed Policy NOT working

The FED did NOT raise rates the market should have rallied. What happened, why are we declining? Is the message from the Fed that the economy, whether globally or locally, really that bad? What about all the great economic data; U3 unemployment at ...

Read More

Consumer Status

It will be a “highly promotional holiday season” stated Wal-Mart upon their release of earnings. The holidays will be a battle for consumer market share and some of that extra money not going into the gas tank. The competition seems to ...

Read More

Load More