Newsletter

Work Less Earn More

Category: Newsletter, Speculator, US Economy, US Jobs | No Comments

Working fewer hours at higher pay sounds like a good thing. It may be better than it sounds. Both high skilled white collar and lower skilled blue collar jobs are requiring less education, offering more perks with less drug testing and above normal wage gains. Listening to politicians one might think…

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Car Loans Crash – No Impact

Category: Newsletter, Speculator, US Economy | 2 Comments

By early 2008, a few months after a major Bull market peak in stocks, Yellow Flags on the US economy had turned Red across the spectrum. Bond spread risks were spiking, consumer and business confidence surveys collapsing and many indicators were signaling trouble. Today’s purveyors of gloom haven’t given up the ghost…

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The Dog Ate My Eurozone Recovery

Category: China, Newsletter, US Economy | No Comments

European dysfunction is making Trump’s economic ‘strategery’ look prescient. We all know that Trade Wars are bad for all economies, yet the US economy accelerated in 2018 while all others have slowed to a crawl as US tariff threats across multiple continents became reality. Perpetually fractured European leadership sat on its hands in…

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Oil Has Bottomed

Category: Newsletter, Oil, Speculator, Stock Market | No Comments

While a renewed intractable Trade War with China and a US recession would ruin our call for an important bottom in Oil prices in the $40’s, we feel the extreme pessimism among Money Managers in December regarding Texas Tea will provide support for Oil. The implication of this perspective is…

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Consumer Buckles but Unbowed

Category: Newsletter, Speculator, US Economy | No Comments

 Personal consumption is 70% of the US economy. While much of this is Government controlled (Medicare), untethered to actual consumer choices, it’s a large enough number that many focus upon consumer health and sentiment for clues to economic trends. After reaching a euphoric 18 year high a few months ago, confidence…

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