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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Election and the Markets

I appreciate the very "strong" feelings people have for the candidates and I am going to attempt to be as objective as I can when reviewing the candidates and how it may impact the economy and markets from my very humble opinion. There are certainly ...

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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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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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Quarter End

The quarter end is traditionally a time when the financial world reports their returns, makes forecasts for the next quarter, and of course the unspoken game of “marking”, which my colleagues will not find my brute honesty humorous, but ...

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ECB NIRP!

Central Bank TrifectaWe are amidst three major Western central banks making statements and possible monetary policy changes. Their statements and decisions can drive volatility into the equity, bond, and currency markets. At one time they were all ...

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Jobs Victory?

Fridays Labor Report showed strong growth in the job market, enough so that President Obama was able to take a victory lap. Yet if one peers behind the headline number curtain, we see that the type of jobs and demographic are not as robust as the ...

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