“Dancing in the Dark”

“Dancing in the Dark”

Weekly Summary – April 24-28   Key Observations: Even as there were many earnings reports that exceeded mostly reduced expectations, we continue to observe many warning signs that U.S. economic growth is slowing and that inflation rates remain elevated. The...
“Runnin’ (Lose it All)”

“Runnin’ (Lose it All)”

Weekly Summary – April 17-21   Key Observations: Although we viewed most of the U.S. economic data that we analyzed this week as mixed to slightly negative in terms of economic growth and tending to a possible disinflationary trend, the overriding theme in...
I Am a River: Running with the Liquidity Current

I Am a River: Running with the Liquidity Current

I Am a River: Running with the Liquidity Current Is that what you want?Is that what you really want?A river, a riverA river running underground- “I Am a River”, Foo Fighters Don’t fight the Fed. Fighting the flow of Fed-related liquidity is like trying to swim against...