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Oil, FED, And ECB… Oh My!
Markets Can Be Like Roller-Coasters. Oil Drops, The FED Holds Steady, And The ECB Looks Towards Stimulus You may be enjoying the economic benefits of gas prices around two dollars a gallon, but last...
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European Central Bankers On Center Stage
European Central Bankers Took Center Stage Last Week There may be potential for a reality television program starring central bankers and the making of economic policy. It could be called, ‘The Real...
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December Giveth – January Taketh Away
Final January 2015 Sunset… In Maui December Giveth – January Taketh Away It’s true. January did not turn out to be the best month for U.S. stock markets. At the end of the month, the Standard &...
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Why Would An Investor Accept A Negative Interest Rate?
Why Would An Investor Accept A Negative Interest Rate? You learned about negative numbers in school. Now, you get to learn about negative interest rates. Currently, the European Central Bank (ECB) pays...
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Borrower And Lender Mix Up
The Mock Turtle tells Alice (in Wonderland) and the Gryphon his sad life’s tale. By Sir John Tenniel. If I borrow from you, who pays who the interest? There seems to be a borrower and lender mix up....
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Short Term Optimism & Long Term Questions
Markets are experiencing serious Short Term Optimism & Long Term Questions. Financial markets gave the Federal Reserve a standing ovation last week. At least, that was Barron’s interpretation. What...
View ArticleAre We Witnessing the Death of the Bull Market?
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” — Sir John Templeton If he was right, investor sentiment seems to support the idea the bull market may...
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Q2 Market Update – Rates, China, and the EU – Oh My!
Q2 Market Update – It’s been a wild, wild quarter. In early April, stock markets were doing so well (14 of 47 national benchmark indices hit all-time highs) that global market capitalization — the...
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European Union Quarantine’s Depression In Greece
THE EUROPEAN CENTRAL BANK IS NO U.S. FEDERAL RESERVE OR PEOPLE’S BANK OF CHINA OR BANK OF ENGLAND. Recent matters in Greece have highlighted some of the problems with the European Union. One of the...
View ArticleGreece – A Disaster, Not a Threat
Greece is an unmitigated Disaster, but not a threat. It is a wonder that Greece was ever allowed to join the European Union. However, now that they are in, The EU cannot let them out and MUST make them...
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Markets… Always Forward, Never Straight
Higher Probability of FED Increase… and Markets Rise? Anyone looking at U.S. stock market performance for the last week might assume it was a pretty quiet week. They would be wrong. It was a very...
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Fourth Quarter Review…
FOURTH QUARTER REVIEW… The Federal Reserve pulled the trigger. At the December Federal Open Market Committee meeting, the Fed finally acted, tightening monetary policy by raising the funds rate from...
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Markets ❤️ Monetary Easing
Stim-u-late mar-kets! Come on! It’s monetary easing.* The European Central Bank (ECB) was singing a tune that invigorated financial markets last week. The Wall Street Journal explained: “The fresh...
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The FED – BREXIT Combo
The world’s stock markets took it on the chin last week. A one-two punch was delivered with the Federal Open Market Committee (FOMC) meeting leading and concerns Britain will leave the European Union...
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Brexit Fallout: What Are They – Nuts?
BREXIT FALLOUT: What Are They – Nuts? Brexit is not exactly “new” news. Economists and media pundits have complained about the brokenness of the E.U. for the better part of the last decade. There are...
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What Happens Now? After Brexit?
WHAT HAPPENS NOW? WHAT HAPPENS AFTER BREXIT? It seems likely the British government will spend the next few weeks or months developing a strategy for its departure from the EU. Right off the bat, the...
View ArticleConfidence is Up and Markets are Up
IT’S THE MOST WONDERFUL TIME OF THE YEAR! Dad: “Fra-gee-lay” …it must be Italian! Mom: I think that says “fragile,” honey. Dad: Oh, yeah. This holiday season, investors’ enthusiasm for U.S. stocks has...
View ArticleThe Case of the Swirling Euros
In mid-September, local authorities in Geneva, Switzerland were investigating an unexpected deposit. Reuters reported: “…the first blockage occurred in the toilet serving the vault at [a] bank…in...
View ArticleEuropean Union Quarantine’s Depression In Greece
THE EUROPEAN CENTRAL BANK IS NO U.S. FEDERAL RESERVE OR PEOPLE’S BANK OF CHINA OR BANK OF ENGLAND. Recent matters in Greece have highlighted some of the problems with the European Union. One of the...
View ArticleGreece – A Disaster, Not a Threat
Greece is an unmitigated Disaster, but not a threat. It is a wonder that Greece was ever allowed to join the European Union. However, now that they are in, The EU cannot let them out and MUST make them...
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