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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ASSumptions

Courtesy of wikipediaOscar Wilde said, “When you assume, you make an ass out of u and me.” Which is probably one of the most astute observations of the human condition and I might add put in an eloquent, yet poignant way.The run-up and ...

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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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Puerto Rico - an objective view.

Today Puerto Rico defaults on their first sizable bond payment (approximately $400m). As I write this, I sit in the heart of Old San Juan and if I had a strong enough arm, I could hit the Governor’s mansion with a baseball. I was working ...

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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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