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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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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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Fed Rally!

As expected if the Fed decided to halt rate hikes and take a more dovish stance, the dollar would weaken and the equity, bond, and commodity markets would rally. However, we must take a step back and look at the big picture as to whether this rally ...

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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 ...

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BANK WEEK

It’s earnings season and while this looks to be the first earnings quarter in which S&P 500 has contracted (no growth) since 2009, there are sectors that we need to pay especially close interest to that can drive market activity. This is ...

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Shrinking Stock Market

The markets have rallied off the lows after the Labor Report, realizing there is little chance the Fed will hike rates in October. One colleague said it was a brilliant strategy, the Fed talks tough and they will raise rates, full well knowing that ...

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Shoe Shine Boy?

The market fell again and we are now in precarious levels. We are roughly back to the previous lows in which we bounced from, only to revisit them a few short weeks later. The pattern we are experiencing is frequently referred to as a “Dead ...

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Ambiguity

As the market remains volatile heading into the one of the most anticipated FOMC meeting since the crisis we are left with more ambiguity than ever before. The Jackson Hole “Economic Policy Symposium” where the central bankers, which ...

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