The Inflationary 1970’s was one of the more profound periods in our modern economic history. Leaving the Gold standard in 1971 to prevent a run on our gold supply triggered double digit inflation and tainted the textbook understanding of debt and money supply upon inflation. The surging consumer prices in…
Only twice in the past 92 years have we had stock market gains in the 3 months prior to the Presidential election where the incumbent party lost. Given the Black Swan event of a pandemic and an estimated 50 Million+ mail in ballots and early voting likely, our confidence levels…
In 2016 both political parties powerful polemic against the FBI led to one of the more controversial elections and transfers of power in history, leading to four years of investigations that continue today. Many expect 2020 to provide even more fireworks and uncertainty. In both elections there has been a…
Human nature is captivated by negative emotions more than positive. Perhaps it’s related to our innate flight or fight protective DNA that causes the media to sell disconcerting stories rather than the favorable news. In the financial world we hear of scary individual debt liability levels hitting new records almost…
As the election countdown approaches, the stark contrast in the opponents and uncertainty of a clear quick outcome have escalated. Stocks peaked September 2nd and have been in a corrective mode throughout much of September. Our September 2nd ExecSpec letter indicated a possible immediate top with a drop into mid…
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