Sep 23, 2019 9:15 am
“I think tax reform is the single most important thing we can do in this country to unleash economic energy” – Dennis Muilenberg Summary • The Sitharaman Put was born on Friday, and sentiment as well as markets have put in a bottom. • The tax cut is a triple kicker to the markets, in…
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Sep 16, 2019 12:03 pm
“The older I get, the more I see a straight path where I want to go. If you’re going to hunt elephants, don’t get off the trail for a rabbit.” – T Boone Pickens This week we update our quarterly RICS asset pairs methodology. Equities Vs Bonds While acknowledging that forward earnings can be like…
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Sep 3, 2019 11:01 am
“If you really want something in life you have to work for it. Now quiet! They’re about to announce the lottery numbers.” – Homer Simpson Everyone knows everything today. There is an avalanche of data, opinion, news, blogs available on the net, much of the easily sourced is negative. Global media creates a veritable state…
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Aug 19, 2019 12:25 pm
“Be a loner. That gives you time to wonder, to search for the truth, have holy curiosity. Make your life worth living.” – Albert Einstein The yield curve has inverted, and a long hibernating bear woke up this week, as conditions are starting to look decidedly gloomy. Marc Faber, aka Dr Doom was back, suggesting…
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