The Fed money printing machine, zero bound borrowing rates and Government handouts are the primary factors in a record breaking 5+ month rally that has surprised all forecasts. Another tailwind for stocks have been the improving poll numbers and betting market sentiment trending toward a Trump victory. The average of…
Once every four years investors contemplate the inflection point of electing a new President and its economic and personal portfolio impact. Most of the 58 Presidential elections since our country’s founding have been better than pessimists had feared, but inevitable political campaigning works overtime to convince us the end is…
An Apple a day keeps Bearish investors at bay and the road to riches paved by high tech gold. This revenue gold is being minted by technology behemoths and cloud princes that have proven to be consistent growers in good times and bad. The leadership in this market is narrow…
Treasury Secretary Alexander Hamilton created the first American Stock Exchange in 1792 at a coffee house on the corner of Wall and Broad in Manhattan. It was dominated by Banks and Insurance companies and certainly low tech. Increasingly our modern stock exchange propagates an ever evolving technology sector worth trillions…
“Build it and they will come” (Field of Dreams) is a demand driven mantra that applies to the secular housing shortage today. The normal business world responds to shortages by rationing supply with higher prices until production can rise to meet demand. However, over the past decade the residential construction…
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