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By now we're all familiar with Evergrande, the giant Chinese Real Estate Firm. For US Analysts, over the past few years, Evergrande looked like the perfect off-shore investment. Not only did Evergrande provide geographic diversification for US Cen…

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Well, This week something a little different. I'll be previewing the week ahead, and trying to connect some dots between the various economic reports that we receive each day. There is nothing more meaningless, as far as I'm concerned with the ave…

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A fascinating story unfolded this week, involving Pfizer, one of the principal makers of the Covid-19 Vaccine, the Food and Drug Administration, and a citizens watchdog group, named “Public Health and Medical Professionals For Transparency Doc…

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Dec. 3, 2021

Bonds Begin To Speak.

The bond markets are a reluctant group. Most of the time content to let their more flamboyant neighbors, stocks options, and derivatives make all the noise. After all, we most often call the financial markets, the Stock Market don't we. We quote h…

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Throughout the American corporate and financial world, this is the month that counts. The time when all your struggles go down in the record book. The ultimate measure of your performance. Welcome to December! Based on the performance climaxing th…

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This weekend we discussed the possibility of Fed Chair Jerome Powell doing a 180 in today's testimony before the Senate Committee on Banking, Housing, and Urban Affairs. Well, his performance so far has exceeded our wildest expectations: Powell has…

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For the newly re-appointed Chairman of The Federal Reserve, it must be a satisfying feeling. To, at last, have that second appointment as Chairman. What makes this especially noteworthy, is that he's done it under two different Presidents, with two …

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Nov. 26, 2021

When Markets Crash.

There's an interesting story about Peter Lynch, the legendary money manager for Fidelity's Magellan Fund. Peter who was known for never taking a vacation, at last, decided to take some time off. So, he traveled over to Scotland, where he was playing…

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I've often thought that Thanksgiving comes at just the right time of year. Of course for the Pilgrims, it was their opportunity to Thank God for their wonderful harvest. And the grace they received in surviving in a new, and hostile land. Still t…

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I really can't remember a time when the two major economies in the world are set to head in opposite directions. But that may be what's setting up right now. For those of us in America, the talk throughout the financial press is constantly about in…

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