best investment planDark and Early

Monday – May 13, 2019

Market opens sharply lower to start the new week with the same theme: Trade War. It’s growing. Last week was the worst week on the year for stocks. US-China trade tensions show few signs of…
May 13, 2019
Weekly TGIF

Trade Tensions & Tweets

The Trade War was the undisputed theme on Wall Street and five days after the Sunday morning tweet, the threatened tariff hikes came to be. Despite being caught completely off-guard last weekend, China sent their…
May 10, 2019
Dark and Early

Monday – May 6, 2019

Market opens sharply lower after President Trump surprised the world over the weekend that a tariff increase on China is coming Friday. This suggests the talks have been breaking down or perhaps the divide was…
May 6, 2019
Weekly TGIF

Beyond Normal

We titled our Spring Newsletter: The Check Engine Light is On. The S&P has had its best start of the year in decades. The Stock Market in 2019 is a mirror image to how it…
May 3, 2019
Weekly TGIF

The New World Order

I attended a session with the Panetta Institute this week. The title was: “The Role of Nationalism, Globalism & Patriotism.” It was a fascinating topic with a stellar panel: Leon Panetta - CIA Director, White…
April 18, 2019
Dark and Early

Monday – April 15, 2019

Market opens flattish to start the new and shortened week. It’s also Tax Day. Momentum is strong heading into Earnings Season. Financials jumped off the JP Morgan report on Friday. Goldman and Cit didn’t say…
April 15, 2019
Weekly TGIF

Disney Answers the Digital Age

Competition is as American as Baseball and Apple Pie. It brings out the best and worst in people. Rivalries make competition great. Rivalries are born from competition. We naturally think of Coke and Pepsi. The…
April 12, 2019