Lions of Rojava

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The news is focused on the horrific terrorist attacks in France and the expanding concerns about ISIS. Our own nation is still rather unclear and unsure what to do, we don’t have a plan. I am not sure if the President is concerned about his legacy (14 months left) or concerned about populism, but I Read more…

Retail Concerns

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Is the market losing steam after the recent run? The market will turn its attention on the holiday sales, Black-Friday, and Cyber Monday. However, lurking behind the excitement and expectations of the holidays will be the Federal Reserve and rate hike expectations at the last FOMC meeting of the year on December 15-16th. Retail Concerns? Read more…

New Keynesians

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Is the rally getting long in the tooth? The recent rally, much like the sell-off that preceded it were not based on economics, earnings, or even geo-political events – it fell squarely on the shoulders of the Fed’s interest rate decisions. New Keynesians? FOMC moves the Market The market sold off in August and then Read more…