Crude and Repo Turmoil Drives Markets, 25bp cut Discounted
Crude and repo in focus as Fed 25bp cut is secondary. Well this week started off with sheer panic in … Read more
Crude and repo in focus as Fed 25bp cut is secondary. Well this week started off with sheer panic in … Read more
There has been a tremendous amount of speculation circulating around whether the U.S. is moving into a recession. As many … Read more
The Federal Reserve along side its arsenal of well qualified Quant’s and PHD’s continually over estimate their rate hiking abilities. … Read more
First let’s jump right into this chart here, which Zhedge posted this week and one we mocked up a bit … Read more
Let’s dig into a few things that are piquing our interest this week. We feel that investors need to be … Read more
After last week’s letter which placed an absolute universal understanding that no matter what one’s circumstance is, money = value. … Read more
We are going to begin this week with our annual value lesson. For those of our readers that have not … Read more
The all-powerful FOMC meets and will provide us with mostly conjecture as to their continued waffle of a monetary policy. … Read more
This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over … Read more
This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the … Read more
What is becoming obvious now is the fact that the global central banks can no longer hide the fact that … Read more
Let’s dig into some of the Q4 bank earnings that came out last week. First up Bank of America which … Read more
Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As … Read more
What a ride the beginning of the year has been so far. As we warned in our year end and … Read more
As we noted in last weeks letter, the equity markets looked locked and loaded to test their crucial supports and … Read more