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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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American seems always destined to fight for our Independence. There was that little matter with the British a couple of hundred years ago. Two World Wars, and numerous regional conflicts, whose aim, at least overtly, was to keep this country free …

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Yesterday we had the latest report on Housing Starts. That time is when construction actually begins. Foundations are laid and new homes start to come together. Exciting times. And for economists the unmistakable signs of a positive uptick in hou…

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Nov. 17, 2021

We Love To Borrow!

Americans simply love financial leverage. We use it in almost everything we do. When we buy a new home or car, we borrow. When we go to the store, it's easy to use those automatic check-out machines, and pay with a credit card. Most of our busin…

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