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Insiders Club - 10.15.2015 Bookmark


Good morning everyone, welcome to Thursday and more insanity than you probably need.....

You all know what happened yesterday. From Wal-Mart's horrific warning to JPM missing earnings, to the economic reports coming in like dog poop, to Netflix missing earnings after the bell. That had the futures last evening looking pretty bad, but then...."it" happened.

Insiders Club - 10.5.2015 Bookmark


Good morning everyone, welcome back from your weekend. As always we hope it was a great one for you!  My prayers continue to go out to all of you in the South Carolina area, as I know the pain you're going through with all that flooding. Ouch.  Down here in "not so sunny" Florida, we continue to battle a weather pattern that has dropped more rain on us than anyone can imagine. As a matter of fact, the wife and I dared to take our bike ride to the beach yesterday. Sure enough of the way back we ran into a massive squall of driving rain and small hail. Well, there's nowhere to hide on that particular trail, so we had no choice but to just ride through it.  I couldn't have been wetter had I simply jumped in the river.

Insiders Club - 10.2.2015 Bookmark


Hello everyone, we've made it to Friday, which just happens to be "jobs day". So, before we get to that, let's chat about a few things that are making headlines.

First off, a sigh of relief for the people up the East Coast as now almost all of the spaghetti string models have the hurricane veering East and not making US landfall. That's a blessing because having lived through Hurricane Sandy, I know first had the destruction and pain. So chalk one up for good luck on this one. But keep praying that this storm indeed does follow the plot and doesn't do any screwy reversals.

9.6.2015 Financial Intelligence Report Bookmark

Jobs Fantasy and the Fed Hike

Okay folks we got the August jobs report and according to the bean perverters , oops sorry, I mean bean counters…we got 173K new jobs and the unemployment rate dropped to 5.1%.  A better work of fiction you will not find on the best seller list.

First off 1.4 million more people were “not in the labor force”.  That makes 94 million people. Because we toss around numbers like millions and billions and even trillions so much, let’s write that out…94,000,000. That’s a lot of people that are NOT in the labor force. So what are they doing? Well some are retired. Some gave up looking for work, and some are “working” the system.  (and making about 75 grand a year doing it too!)

Insiders Club - 6.5.2015 Bookmark


Good morning all, welcome to Friday.

Insiders Club - 5.8.2015 Bookmark


Morning everyone, it's Friday and it's jobs day. So, how are they going to react to it? By the end of this update, you'll know.

Insiders Club - 5.7.2015 Bookmark


Morning all, welcome to the whacky world we dwell in....

Insiders Club - 3.6.2015 Bookmark



What's wrong with this picture?

Today is jobs day, and heading into the delayed release the CNBC crew had the normal criminals on to discuss it all. Well, Zandi the bull of all bulls figured it could come in under 200K because of weather and oil jobs fading. Goolsby said 210. Rick Santelli said under 180

What did the Government give us?

295K and unemployment down to 5.5%

Do you believe any of that? Me neither.

2.9.2015 Financial Intelligence Report Bookmark

Jobs Galore?


On Friday we got the non farm payroll report, and boy…if the powers that be ever wanted to paint something to  look perfect, this was their Rembrandt moment. Not only did the headline number beat the estimates of a gain of 235K by coming in at 257K; they went back and did some of the most aggressive “revisions” to prior reports that I’ve ever seen.

Let me paint the picture for you. According to our Government bean counters the last few reports have shown the most job gains in 17 years. They say that wage growth was the best since 2008, as they told us wages grew by 0.5%. The BLS did revisions to the entire year of 2014, and remember the “polar vortex” last January? They said at the time we only got 144K jobs. Now they say that looking back, it was really 247K.  But that was nothing compared to what they did to November. Now they say November posted a gain of 465K jobs.  That’s the most monthly gains since the tech bubble boom of the late 90’s. A time when there really were jobs galore.

1.28.2015 Financial Intelligence Report Bookmark

Technology Take Over…

Sometimes it is hard for me to keep my head buried in the place it is supposed to be, that being this thing we call economics and the financial structure. Why? Because each moment that passes is a new milestone for us. In other words, today we know more than we did yesterday. Tomorrow we will know more than we did today. Each day that goes on brings us new intelligence, new questions, new experiences. Sometimes the changes that are brought by these new events leads us to tremendous investing opportunities.  Who wouldn't have wanted to be on the ground floor when Polaroid camera debuted its new technology? Who wouldn't have wanted to be an "Angel" investor in Johnson and Johnson back in 1885 when they were creating the first "ready to use" bandages? Who wouldn't have wanted to be the first investors in this new upstart called "MicroSoft" so many years ago?  

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