April 9, 2021

The Biden Administration And The Supply Chain.

In a week and a half, the first 100 days of the new Biden Administration will come to an end. The sheer number of new initiatives…

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April 8, 2021

Jamie Diamon: Navigating Between Capitalism and Collectivism.

US Bankers are among the most adaptive and flexible businessmen and women in the world. They have to be, they operate in an ever-…

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April 7, 2021

The Chinese Economy Overheats, While US Remains On Stimulus.

I don't ever recall a time when the world's two largest economies were headed in the opposite direction, as they are now.   Yest…

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April 6, 2021

Archegos Capital, Act II Coming Up.

Over night we saw a lot of continuing news on the Archegos Capital Management Scandal. I call it a scandal because there is much …

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April 5, 2021

Archegos Capital And The Constant Focus On Return.

It's been a long time since we've seriously heard someone on Wall Street speak of Capital Preservation. It's really not what peop…

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April 2, 2021

Special Report: The Payroll Numbers.

Additionally, many of the government bureaus which produce the economic reports that we rely on are also open this morning. Inclu…

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April 1, 2021

Two Critical Errors In Biden's American Jobs Act.

Yesterday, speaking in Pittsburgh, Pennsylvania President Joe Biden introduced his new American Jobs Act. It was a sunny upbeat p…

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March 31, 2021

Biden's Double Minded Recovery Plan.

Two millennia ago, we were warned to avoid the “double-minded man.” That kind of person is unstable. That it is best to avoid the…

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March 30, 2021

Archegos Capital Management: Overdosed On Leverage.

Such is the way that the Prime Brokers work on Wall Street. They deal with the cream of the crop. The very top of the investment …

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March 29, 2021

How Trade Policy Is Crushing The Stimulus.

The report I'm referring to was the Balance of Trade Report released last Friday.   Now, I suppose, that we're all so used to se…

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March 26, 2021

The World Through Chinese Eyes.

Yesterday we saw the first Press Conference of the newly installed President Biden. Biden took no questions on China, and only br…

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March 25, 2021

The Two Sides Of Stimulus: Labor and Profit.

And the timing couldn't be better, because in just a few minutes we will get two reports that will detail the two sides of these …

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March 24, 2021

Biden And Trump: The Two Stimulus Plans.

Today Chairman of the Federal Reserve, Jerome Powell will testify before the House Committee on Financial Services, tomorrow he w…

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March 23, 2021

We Could Pay For 10 Pandemics.

The along came February/March of 2020, and all our lives changed dramatically. The Covid Pandemic struck. Closed shops, social di…

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March 22, 2021

The Fed Offer's "More Punch!"

Last week Chairman of the Federal Reserve, Jerome Powell, held his periodic News Conference following the latest meeting of the F…

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March 19, 2021

At The Equinox, Everything In Balance?

Tomorrow is the Vernal Equinox. Here in the Northern Hemisphere, the beginning of Spring. A time when everything is in balance: t…

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March 18, 2021

We've Found The Epicenter Of Unemployment.

Each Thursday morning, promptly at 8:30 am eastern time, the US Department of Labor dutifully reports the latest numbers on initi…

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March 17, 2021

Jerome Powell In A Tough Spot!

At 2:30 pm this afternoon, Jerome Powell will hold a press conference. It's all part of the regular meeting of the Federal Open M…

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