Is the circus in Washington beginning to weigh on the markets? To date Washington has been viewed nothing other than a freak show, a made for reality TV and cable show. Has all crossed over the proverbial lines? Perhaps the only concrete statement to make...

Change is the only certainty. Can I argue there will be another reinvention of basic economic assumptions? There was a change in general economic consensus thought following the Great Depression and again during the ...

Equities where whipsawed on trade. I rhetorically ask is MAD (Mutual Assured Destruction) a cornerstone of trade as it was for foreign policy? Since around 1980 there was a symbiotic relationship between the US and China. China would produce cheap goods, sell them to the US...

Equities rose, the result of earnings and stronger than expected economic data. Trade tensions still remained at the forefront albeit was not weighing upon market sentiment. Oil also rose on rising Persian Gulf tensions, tensions that some believe are at the brink of ...

Equities rose on signs the Trump Administration is working toward easing tensions with trade partners. The President indicated that he would postpone European auto tariffs by up to six months. Treasury Secretary Mnuchin also said American ...

Equities rebounded as the President insisted a trade deal with China is still within reach. Oil also advanced on the headlines. Some however wrote the 1.3% gain was the result of ...

Equities were unable to rebound from yesterday’s selloff. As widely noted, Friday the Dow overcame a 400 point decline trading in a stunning range off 550 points from trough to peak. Technologies were hit the hardest with the NASDAQ down over ...

Equities clawed back from their early morning declines. Bloomberg writes at market lows FANG accounted for about 50% of Friday’s decline. This should be expected given FANG’s large Chinese exposure. Of the $200 billion in goods that will be immediately impacted with...

The recent selloff pales in comparison of selloffs of years’ past. Even though the VIX is rising, in many regards there is still a sense of complacency. With this written, however, several organizations are opining about rising risk. Yesterday Moody’s confirmed a long held...