The Real Reason The Fed Lowered Interest Rates For now, the Fed’s fight against inflation will have to take a backseat to its effort to preserve its member bank’s capital accounts.
Donald Trump's Second Chance In Pennsyl-Tucky I live in rural Pennsylvania, on the eastern side of those same mountains, the Appalachians that JD Vance writes about in his book, "Hillbilly Elegy." Donald Trump's recent rally occurred not far away in a small town called Butler.
Where To Stash Your Cash, The Warren Buffett Model Cash management is a vital discipline on Wall Street. It's no place to let your money sit idle.
An Administration In Need of A Diplomat You can feel the tension build by the day. The world is embroiled in two hot wars: the War in Ukraine and the War in Gaza. These two conflicts continue to escalate almost by the hour. What was considered unthinkable is now accepted as the latest strategy in a long
The PetroDollar R.I.P. The assumption was that by removing Russia from SWIFT, it would not be able to sell its oil overseas. Biden would have cut off the chief source of Russian international trade and finance. However, ultimately, Biden shot at the Russian oil trade and hit the PetroDollar instead.
Does America Still Have A Representative Government? Americans had voted to get the "adults" back in charge and bring peace. What they received were two new conflicts that have brought us closer to all-out thermonuclear war than ever before.
Who Is Volodymyr Zelenskyy? He's one of the most recognizable people in today's world. You see Zelenskyy on television nearly every day.
President Trump's Challenge: How To Return The Economy To Normal After Unrelenting Stimulus Can President Trump manage the economy if it begins to slow? It’s an important question that will likely determine the success or failure of his second term in office. Historically, the federal government has boosted the economy anytime they project a recession ahead. However, President Trump is removing much
Closing the Books On Bidenomics, Our Experiment In Central Planning Imagine a world where everyone was guaranteed an annual salary, not-for-profits, hospitals, schools, and universities didn't have to worry about their budget, and even corporations would receive income. This has been the dream of collectivists for generations. In their thinking, it would eliminate some of the basic limitations
DeepSeek: The Entrepreneur's Challenge For over two centuries, America has been the home of entrepreneurs—lone inventors or small teams that created the technological and economic breakthroughs that built this great country. From those New England shipbuilders who created the Yankee Clipper, a marvel of new technology, the Marconi sails, to the sleek hull
The Investing Game: How NVIDIA's Decline Affects Market Momentum Introduction: Recently, I've been asked about the recent drop in Nvidia's price. As a market leader, what are the potential negatives for investors? Generally, those who ask these questions underestimate the degree of uncertainty and variability that current financial conditions present. So, in an effort to
The Banker, the Seer, and the Indicator - Unraveling the Yield Curve If you follow the financial markets, you've no doubt heard about the "Yield Curve"—that mysterious market indicator credited with foretelling future economic conditions. Just what is this "Yield Curve?" And why is it deemed to be clairvoyant? I'm afraid if you
China's Revolutionary New AI App, DeepSeek Sunday’s overnight Stock Futures were in turmoil. Everything was being sold — across the board, nothing but red. I furiously began to search for the reason behind this knee-jerk reaction. The answer came quickly. China has introduced a new Artificial Intelligence App called DeepSeek. Introduced late Friday night/early Saturday
China's Open AI - A Threat To Big Tech For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level.
Donald Trump And The Geopolitical "Deal" In 1987, Donald Trump published his magnum opus, the treatise that he is likely to be remembered for most: “The Art Of The Deal.” It was mandatory reading for all of us in Sales. Over the years, it has been the one item I have most often received as a
Los Angeles Fire Department - The Financial Story There is much more to a financial report than just debits and credits. If you know how to look, you will find an organization’s collective aspirations over time, the goals and directives that shape an entity’s success or failure — all there in dollars and sense. ** The financial story
The California Fires - A Generational View “Then God blessed them [Adam and Eve] and said, ‘Be fruitful and multiply. Fill the earth and govern it. Reign over the fish in the sea, the birds in the sky, and all the animals that scurry along the ground.’” Genesis 1:28 Santa Barbara, September 22, 1964 My brother
The 2025 Macro Outlook, Three Things To Watch Out For In 2024, the overall Economy took a negative turn in three areas critical for investors: Corporate Profits, the country's financial condition, and retail sales. Although each sector remains positive, it has taken on a decidedly negative direction. I'll be utilizing the data from the Bureau of
Wall Street In Love I rarely remember when the Street was as enamored as it is now. The object of its affection is a new technology called Artificial Intelligence, or AI for those "in the know." Passions are riding high on the lower end of Manhattan as Analysts and Traders view the
The Real Reason The Fed Lowered Interest Rates For now, the Fed’s fight against inflation will have to take a backseat to its effort to preserve its member bank’s capital accounts.
Timing History, The Long-Range Thinking of Buffett and Munger Today, we’ll look at two gentlemen who’ve invested not for weeks or years but for decades. Warren Buffett and Charlie Munger built one of the most successful investment vehicles ever, the Berkshire Hathaway Company. And they did it by understanding the historic times they were in. Today, we’
Did An Invisible US Strategy Sink Syria? Economic sanctions are a brutal cudgel affecting the average citizen far more than the governments it is designed to topple. For instance, there is little evidence that the lifestyle of recently deposed Syrian Leader Bashar al-Assad was adversely affected by the American Sanctions. Yet the everyday Syrian has suffered through
Is Bitcoin The Next Reserve Currency? "Processes related to the use of other instruments are taking place naturally. For example, bitcoin, who can ban it? Nobody. And who can prohibit the use of other electronic payment instruments? Nobody, because these are new technologies. And no matter what happens, no matter what happens to the dollar,
Corporate Profits Were Flat Last Quarter Wall Street Analysts are scrambling to revise this quarter’s Corporate Profit projections, as the Bureau of Economic Analysis (the Government’s chief economic data keeper) announced that Profits were unchanged last quarter. This was a complete surprise, as most analysts thought US Corporations would increase their profits by 3%
The Hazelnut The world changed last Thursday. That's the day Russia launched a missile they call the Oreshnik, the "Hazelnut." Utilizing never-before-seen technology, the "Hazelnut" can reach speeds of Mach 11, which is 8,370 mph. The missile contains six multiple independent warheads, each warhead containing
How Israel Outsources War Outsourcing is a modern business practice in which a local company uses an external provider to carry out business practices that would otherwise be handled internally. My local bank, for instance, uses Visa to process all its credit and debit cards. ** Last Friday, Benjamin Netanyahu, Israel’s Prime Minister, calmly
How A Lame Duck President Brought Us To The Brink Of War Generally, the period between a Presidential Election and the Inauguration is a quiet time. It is a time when offices are packed up, the transition to a new Administration begins, and old friends are bid farewell. However, we would be mistaken if we thought that would be true with the
Trump Is Doing More Than Appointing A Cabinet, He's Framing The Public Debate Today, Washington denizens and political commentators are up in arms about Trump’s Cabinet nominations.
Notes From The Epicenter: Election 2024 I live in eastern Pennsl-tucky, that rural stretch between Philadelphia and Pittsburgh. It's the beginning of Flyover Country, that great expanse of the country that has more farms than shopping centers and more land than people. Yesterday, I made my two-mile trek to the local Community Church to
BRICS - The Emergence Of A Global Super Alliance Like any business conference, BRICS presents an opportunity to showcase projects that have been in the development stage for some time.
Drones: How An Established Weapon Can Reshape A War In the mid-1700s, the British Empire faced a burgeoning rebellion in one of its colonies. The Americans dared to claim their independence from the Crown. A group of rag-tag backwoodsmen attacked General Howe’s army with unconventional tactics and weapons. The British were fighting in the “proper” way. Festooned in
Trump v. Harris, How They Would Manage The US Dollar It may be the best indicator of our nation’s future prosperity — the relative performance of the United States Currency, the Dollar. After all, we are a nation of consumers, and in the latest reported month (August 2024), our country purchased over $340 billion from overseas. At the same time,
How Israel Outsources War Outsourcing is a modern business practice in which a local company uses an external provider to carry out business practices that would otherwise be handled internally. My local bank, for instance, uses Visa to process all its credit and debit cards. ** Last Friday, Benjamin Netanyahu, Israel’s Prime Minister, calmly
What The Ukraine War Revealed About American Industry “For the want of a nail the shoe was lost, For the want of a shoe the horse was lost, For the want of a horse the rider was lost, For the want of a rider the battle was lost, For the want of a battle the kingdom was lost,
Accounting For the Gaza Dead – The Ministry of Health's Tragic Responsibility Life for the 2.2 million Palestinians (2023 estimate) is a tenuous one – fraught with uncertain supplies of food, medicines, and energy. They occupy a narrow strip of land between the State of Israel and the Mediterranean Sea. The ever-present threat of war has been part of their lives for
Are We Headed For A Worldwide Recession? A Brief Survey of the Global Economy Not a week goes by that we don’t hear someone on Wall Street predict that we’re headed into a significant recession, just ahead. I have followed many of these financial pundits for years and generally respected their opinions. Today, we’ll test those prognostications with a simple, straightforward
Has The Ukraine War Morphed Into Something Much More Sinister? Something Nuclear? The most interesting aspect of this new Nuclear Strategy is that it's being published now. Under the regular review cycle, this update would come in 2026,
The Mullahs Play The Long Game Ever the chess master, Netanyahu first positioned his assets, principally the Israeli Defense Force (IDF) and the formidable United States Military. Then, he lit the fuse that would plunge the region into War.
The Strange Ritual of the Federal Reserve I encourage the rest of us to linger a moment on these 14 words because they hold the key to understanding not only the Federal Reserve but also the exercise of power in our federal system.
Joe Biden Flirts With Armageddon, How The Kursk Incursion Opens The Door To A Nuclear Response On August 6, Ukraine forces launched what is euphemistically called an "Incursion" into Russia. An "Incursion" that was equipped, managed, and planned by United States and NATO forces.
While Ukraine Rolls Through Kurck, Russia Dusts Of Its Bahkmut Battle Plan There can be little doubt that the Ukraine Army's lightning-fast strike deep into the Kursk Region caught the Russian defenders by surprise. The border between Ukraine and Russia stretches for nearly a thousand miles, and the Ukrainians attacked at what was likely the weakest point in the Russian
The Continuing Cost Of Covid - How The Pandemic Affects Our Finances Today Reading today’s financial press is like watching a debate between pessimists and optimists. To the pessimist, the glass is half empty, and the US Economy is about ready to fail. To the optimist, the glass is not only half full but nearly overflowing, with nothing but good times ahead.
58 Times America Stood For War With Iran Israeli Prime Minister Benjamin Netanyahu took the opportunity to address the US Congress. 58 standing ovations.
The Trillion Dollar Alien It has proven to be one of the most unpopular Government Policies of all time: our open borders. By most estimates, nearly 10 million illegal aliens have crossed the U.S. Southern Border during the three and a half years of the Biden-Harris Administration.
Donald Trump's Second Chance In Pennsyl-Tucky I live in rural Pennsylvania, on the eastern side of those same mountains, the Appalachians that JD Vance writes about in his book, "Hillbilly Elegy." Donald Trump's recent rally occurred not far away in a small town called Butler.
A Miracle In Butler, Pennsylvania Yesterday, this nation received a miracle. A would-be assassin sought to end the life of Donald Trump, candidate for President. By an incomprehensible fraction, his bullet merely grazed the former President’s ear. At an estimated 130 yards, this fractional near miss was a miracle indeed. At that distance, the
How The Fed Sets Interest Rates - Rich In Tradition But Slow As Molasses This week, we were treated to one of the great traditions of the Western World: the Federal Reserve's biannual report to Congress. This duty was always delivered by the Fed's Chairman this year, as that duty fell to Jerome Powell for many years in the past.
How Viktor Orban Became Europe's Chief Diplomat And Peacemaker Viktor Orban is Hungary's bigger-than-life Prime Minister. Never one to back away from conflict, Orban gained national attention when, as a student, he called for the immediate withdrawal of Soviet troops from Hungary in 1989.
You May Not Know Who Jeff Zients Is, But He Might Be Running The Country Controversy continues to swirl around President Biden as he campaigns to continue his lease on the White House. After last week’s disastrous presidential debate, family and staff rallied around the tottering President. Dr. Jill carefully guides the President on stage, son Hunter attends staff meetings, reports Zero Hedge. The
Reflections on the Nation's Leader He’s spent his career in the halls of Government. He was the number two to a head of state who, although charismatic, was also highly controversial. This experience prepared him for his nation’s highest office. Still, he’s one of the oldest leaders ever to serve in that
Where To Stash Your Cash, The Warren Buffett Model Cash management is a vital discipline on Wall Street. It's no place to let your money sit idle.
Washington Gone Rogue - Does Our Government Still Represent "We The People?" As we near another Presidential Election, it’s easy to focus on the doddering octogenarian who occupies the White House. His falls and foibles are on display daily, so naturally, many of us will associate his failings with the troubles we’re experiencing. Get a new President, this thinking goes,
An Administration In Need of A Diplomat You can feel the tension build by the day. The world is embroiled in two hot wars: the War in Ukraine and the War in Gaza. These two conflicts continue to escalate almost by the hour. What was considered unthinkable is now accepted as the latest strategy in a long
Look Who Steamed Into Port - The Adm Gorshkov This is no ordinary warship; it is the pride of the Russian Navy. Admiral Gorshkov is the model upon which Russia will project its 21st-century sea-going fighting force. The ship carries 210 sailors, is 443 feet long, and has 48 cells from which to fire some of the most advanced
The PetroDollar R.I.P. The assumption was that by removing Russia from SWIFT, it would not be able to sell its oil overseas. Biden would have cut off the chief source of Russian international trade and finance. However, ultimately, Biden shot at the Russian oil trade and hit the PetroDollar instead.
Does America Still Have A Representative Government? Americans had voted to get the "adults" back in charge and bring peace. What they received were two new conflicts that have brought us closer to all-out thermonuclear war than ever before.
Who Is Volodymyr Zelenskyy? He's one of the most recognizable people in today's world. You see Zelenskyy on television nearly every day.
Is Your Income Rising? The Government Says It Is You were probably as surprised as I was when you read that Incomes rose last month. It was all bundled as part of a news story outlining inflation, spending, and personal income. Listening to the Press reports it all seems superb. Core Inflation, read the headlines, was the lowest in
A Nasty Surprise In Corporate Profits This morning, the Bureau of Economic Analysis released a shocking report on the current state of American Business. Buried within this morning's report on the Nation's GDP was the report on Corporate Profits for Q1 2024. Today's report was the preliminary report on Profits,
The Customer And The Shopkeeper Twenty-first-century America is likely the most egalitarian society in history. As our founding document, the Declaration of Independence, states, “All men are created equal…” Today, if there is any descent from those sentiments, it is to make them even more inclusive: “all men, women, or other sexual orientation, etc.” By
The Far Side Of Stimulus Do you feel uneasy about the economy being just “not right.” Despite what you hear on the national news or from our elected leaders, “the economy is just fine” doesn’t add up. In our real world, prices continue to accelerate, the cost of living climbs, and it’s becoming
Do The Palestinians Own One Of The Richest Natual Gas Fields In The World? The Curious Case Of The Gaza Pier The construction of the Gaza Pier has to rank as one of the strangest moves ever for an Administration not known for its rational actions. The cost alone of this Pier is staggering: An estimated $320 million will be spent on constructing this
This Week's Historic Agreement Between China And Russia Russian President Vladimir Putin flew to Beijing this week to meet with Chinese Leader Xi Jinping in what was expected to be a perfunctory meeting between the two leaders of the Global South. Most analysts did not expect this meeting to be much more than part of the newly re-elected
How Joe Biden Manages US Foreign Policy Management, the ability to organize and direct groups of people toward a common goal or objective, has been a key attribute in building our country. In sports, each year, we celebrate outstanding management when we crown the World Champion in our most popular team sports: baseball, football, and basketball. We
To My Fellow Boomers, It’s Time To Take A Second Look At Gaza I think it’s time to jettison the “Baby” part, don’t you? As we’re preparing to shuffle off this mortal coil, it’s no time to keep saying “baby boomers.” I never like that term, so instead, I address you as just my fellow “boomers.” Perhaps not the
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