In November 2018, the Council on Foreign Relations did an article that attempted to quantify the impact of the Fed’s balance sheet runoff (Quantitative Tightening): https://www.cfr.org/blog/fed-tightening-more-it-realizes Continue reading “Relax, we got a ~40bps rate cut?”
Category: Commentary
Sunday Inspiration…
On the first post of this blog , in January of this year, I gave credit to Jim Rohn – who was a mentor to me in my early 20’s. His teachings had an irreversible positive impact on my life and are largely responsible for much of what I’ve been able to do. Continue reading “Sunday Inspiration…”
No one is writing about this: Perspective…
On the heels of my post earlier today and the concept of consolidation followed by expansion – both in earnings and price, I decided to look at it from a long term perspective.
Continue reading “No one is writing about this: Perspective…”
China?
Source: Finviz
This is not the price action I would expect to see in Soybeans, Hogs, and Gas given all of negativity today around China. Is something brewing?
Q1 Earnings Results and the Yield Curve Point to More Gains Ahead
Arnold Schwarzenegger 2018 – The speech that broke the internet – Most Inspiring ever
Yield Curve vs. Earnings: Bull vs. Bear DEATH MATCH!
Last week I put out the article “Double Earnings Drops = Double Trouble”: Continue reading “Yield Curve vs. Earnings: Bull vs. Bear DEATH MATCH!”
See our latest article on Zero Hedge
Imminent Accounting Change Rhymes with 2007 – $3 Trillion Impact
In 2007 the Financial Accounting Standards Board (FASB) made an accounting change – referred to as FAS 157. FAS 157—also known as “mark-to-market,” or “fair value accounting” was primarily responsible for Continue reading “Imminent Accounting Change Rhymes with 2007 – $3 Trillion Impact”
Smart Money vs. Dumb Money
I came across two interesting articles yesterday. One stated that SocGen – a French Investment bank – was shuttering its commodities business (Bloomberg). I thought that it was interesting for them to be “selling” at the bottom of the commodities cycle. Continue reading “Smart Money vs. Dumb Money”