Easy Money
As I write the market is rocketing lower on the back of the Fed’s .50 bp rate cut, yes you heard that right. It appears, for the moment anyway, that Mr. Market is well aware that cheap money isn’t going to fix a pandemic. What would have been smart was...
Playing the Fool
The last few days have been nothing but ugly in the markets and the world. We are seeing the consequences on a global scale of inept, authoritarian and nationalistic leadership. We were told that this virus was “contained” last week, it’s not and...Quick Link – Epsilon Theory
This is by now almost a month old but I found it to be one of the best insights on the subject of advisor/client relationships I have read to date. It certainly expresses my many of my thoughts in a clear and rigorous way. Invaluable for any investor who works with a...
War Ina Babylon
“It sipple out there, it slide out there” – Max Romeo “Trade wars are good, and easy to win” – Trump Here’s a thought, the US isn’t winning the trade war with China, and it isn’t going to. “On the...
Cheepnis
“Baby, I’m sorry ’cause it’s all I wanna know, I need a little more cheepnis please!” As I sit writing this the S&P is about 10 points off of it’s all time high, which made me think of this Frank Zappa classic. I find it very...
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