Not all is Rosy

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What we had hoped would not come to pass is now becoming reality. Perhaps it was hope rather than math, that drove optimistic perception. I have a saying, which I probably don’t repeat enough; “You can choose to ignore the math, but you can’t avoid it!” We tend to ignore real economic data, math and Read more…

1,000 Foot View

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Is the world coming to an end? It would seem so as we watch the market take a nose dive, only to rebound in what seems nothing more than a “dead cat” bounce. So why all the turmoil, volatility, and radical markets? We can certainly try to point our finger at one thing or another Read more…

Got Jobs?

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The major indices broke supports and have visited some lows. Blame has been tossed around from North Korea’s supposed bomb test to Saudi Arabia’s relation with Iran. The boring reality is the flow of capital, which is controlled by interest rates, margin (leverage), and money supply. As the Fed Co-Chair mentioned, the Fed’s policy (QE Read more…

Market Sell-Off?

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As expected the market is coming under pressure after the New Year. The problems stem from the underlying weak economy, both domestic and abroad. The economy has never been as strong as some of the headline data would suggest, because of the Federal Reserve interventionist policies have artificially boosted the data. It was always the Read more…