Market Preview

2017 Predictions

To say that 2016 was a boring and predictive year is an understatement, probably the two biggest items impacting the economic fronts were the cantankerous election ending in a Trump win and the BREXIT sending ripples through Europe. But what should ...

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Get Ready!

I apologize that I have not written sooner. The last 8-9 months have been long and have required my full attention; from setting up new offices, new jurisdictions, new businesses, accounting, systems, new language, traveling, and of course legal. ...

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BREXIT - YEAH!

If you live in the states and are not in the financial markets or pay little attention to international news and politics, you are probably hearing for the first time this morning about BREXIT. No, it is not some new German healthy cereal, it is ...

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Potential Volatility

First I must apologize for my absence. I have been on the road show and opening new offices, certainly taking a heavy toll on my sleep and also this report. There is certainly a lot of potential volatility in the market between the US Elections, ...

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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 ...

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NIRP, really?

NIRP, Really?What is NIRPWhat is NIRP, quite simply it is the unimaginable just a short time ago. It is when the central bank takes rates negative. It sounds absurd and it is. During the height of the crisis, back in 2009-2010, as the Fed was ...

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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 ...

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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 ...

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