JOHNNY CASH
Overall, we are positive on 2018. Nonetheless, I believe cash has finally found a home again.
- Cash is once again a viable investment option – rather than just a safety […]
Global Economy Remains Upbeat, and That Creates Unease
The world economy remains reasonably upbeat, and that creates unease.
- U.S. companies are up and the Fed on track for rate rises
- Puerto Rico is belly up, but France (and the European Union) are holding together
- 100 days […]
Stock Market’s Demise has been Called by Pundits
The demise of the stock market has been called by pundits for almost a year with different reasons cited; an earnings recession, a real recession, expectations of declining margins, Chinese yuan depreciation, rising Donald Trump polls, Brexit, Trump’s win, valuation metrics, upcoming European elections, […]
BREXIT – The U.K. votes on whether to leave the European Union
The Brexit vote (U.K. citizens voting on whether to leave the European Union) is this Thursday, June 23, 2016.
- I believe the U.K. will vote to remain
- We should know results by Friday morning
REMAIN
If the stay vote wins, British and European stock markets should rally in […]
The economy has shifted from falling off a cliff to merely sliding downhill
The economy has shifted from falling off a cliff to merely sliding downhill. Business confidence measures have bottomed across the developed world after free-falling late last year. Over the next few weeks, stocks and bonds will continue to price higher from their oversold levels, but sustained upside will require a meaningful economic recovery. Aggressive fiscal […]