Newsletter

Boeing a Bargain at Lower Altitudes

Category: Newsletter, Speculator | No Comments

Our Favorite Stock list has been consistently populated with growth and momentum stocks such as PayPal, Visa, Splunk, Coupa and Twilio. With some frothy values among this fast growing digital sector and a possible inflection point arriving with good or bad news out of the China and US trade progress…

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Fed Misses on Inflation, Again

Category: Inflation, Newsletter, US Economy | No Comments

Most economists underestimated the stellar first quarter GDP of 3.2 percent and increasingly doubt their consensus 2020 recession forecast. While we also assumed a softer first quarter, we have remained Bullish on the economy and still  expect no recession the next 2 years as the consensus of economists and CEO’s…

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Investors Appreciating the Dollar

Category: Newsletter, Speculator | No Comments

In 1944 the dominance of the US Dollar was codified in the Bretton Woods agreement establishing it as the reserve currency of the planet. The Dollar was the natural choice since the world needed finite Gold backed currencies to prevent excess inflation and the US held 75 percent of the worlds gold. …

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