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Weekly TGIF

Weekly TGIF

The Politics of China

We pay very close attention to politics, as they have significant influence on the Market. Our job is to interpret developments and anticipate impacts. It can be a tough task, considering how emotional and divided our nation…
August 16, 2019
Weekly TGIF

Interest and Negative Interest

This was an incredibly volatile week. The Stock Market was like a rollercoaster, with deep dives and massive surges which whipsawed investors around, but it ended the week at roughly the same place it ended last…
August 9, 2019
Weekly TGIF

Expansions, Indicators and Assets

This is officially the longest economic expansion on record in the US. Gross Domestic Product has now increased for 121 consecutive months, outdistancing the growth in the 1990s. The economy expanded at a 2.1% annual…
July 26, 2019
Weekly TGIF

Small Steps & Giant Leaps

This weekend marks the 50th anniversary of the Apollo 11 mission. On July 20, 1969, astronauts Neil Armstrong and Buzz Aldrin landed on the moon. "That's one small step for man, one giant leap for…
July 19, 2019
Weekly TGIF

Where’s The Money?

I visited the Federal Reserve Bank of San Francisco this week. It is the 12th District of the Fed, with oversight of the nine western states, including Hawaii, plus the Pacific territories. Of the 12…
July 12, 2019
Weekly TGIF

Summer Sizzle

I threw some Beyond Meat patties on the BBQ yesterday to see what all the hype was about. It looked like meat and sizzled like meat, many politely ate it, but a few discerning guests…
July 5, 2019
Weekly TGIF

Eyes on the Fed

This week on Wall Street was all about the Fed. We wish it wasn't this way frankly, but this is the direction markets have taken since the financial crisis: an ever more reliant relationship between…
June 21, 2019
Weekly TGIF

How People Pay

People pay in many ways these days. It's less and less coming in the form of Dollars and cents. The movement was kickstarted in the 1950s with the creation of the credit card. In 1950…
June 14, 2019
Weekly TGIF

D-Day, Today and Tomorrow

This week marked the 75th anniversary of the Allies storming the beaches of Normandy. That day literally changed the course of World War II. The historic day changed our future. It's known as D-Day. The…
June 7, 2019
Weekly TGIF

Market Turbulence

The S&P closed out its worst month on the year and the worst May since 2010. For the DOW watchers, the Dow Jones Industrial Average suffered its 6th weekly loss, something that has not been…
May 31, 2019