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…
The invisible hand of market forces steering our economy is still a corona virus. The economy contracted at a record 30+% pace when this pandemic spurred a national lockdown and when COVID metrics improved from late April to mid June we saw an improving economic scorecard as many cities slowly…
Don’t fight the Fed is a well worn adage that has proven its value once again during the COVID-19 pandemic as record injections of Central Bank (Fed) reserves coincided with a record run higher in our stock market. The Fed began its quantitative easing (QE) experiment when they printed a…
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