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Second quarter GDP declined by a record 32.9%. Analysts had predicted a 35% decline. My thoughts on this nominal positive surprise…big deal. What is the ...

Perhaps today’s biggest question is whether or not Iran is a rational actor. To date the regime’s actions do not match their words. While I will not opine about the killing of Soleimani, the rhetoric from some in the US as well as...

There is a growing number of analysts who are suggesting the trade war will not end until 2020 because there is no incentive for either the US or Chinese to come an agreement until then. For China they will not likely agree to the ...

Markets were quiet on light volume ahead of an earnings deluge, a deluge that includes some of the companies that have powered the rebound from its December lows. The oil market however was not quiet. Crude leapt to its highest level in almost six months...

Many times I have commented the geopolitical changes are tectonic.  Globally, the policies and politics that have dominated since the conclusion of WWII are under attack as the commoner feels abandoned by government.  There is general distrust of all governments, the result of regulatory fiat...

Today is Election Day.   There will not be a shortage of opinions about the outcome.  I have framed today as a battle between the economy and the traditional outcome of midterms amplified by the anathema of President by the Establishment To refresh all historically voters vote...

Some can make the argument the markets believe Trump will deliver on his economic agenda given the sharp increase in Treasury yields and the advance in the beaten down and unowned value and small cap stocks, entities that do best in a growing economy....

Most political scientists will agree the electorate undergoes a tectonic change every 35-40 years.  Perhaps a synonym for tectonic is generational.  Regardless as to whom wins the world is not coming to an end and all will learn how to navigate the Administration....

There is little I can write for all are myopically focused on tomorrow.  Regardless of the outcome the country will survive.  Comparatively speaking, 2016 is nothing compared to past elections.  All must remember democracy is an angry visceral process filled with vitriol and animosity.  Democracy...