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6.28.2019 - Insider Bookmark

6.28.2019

Morning all, another Friday has dawned on us. 

Once again I tried to make it through the Democrat whine fest last night, but I came up short. The decision was "go to bed and fall into a good sleep, OR, listen to devout Socialists who want open borders, no deportations, and free healthcare for illegal immigrants. 

My choice was clear, and I was asleep in minutes. 

6.26.2019 - Now we wait Bookmark

In tonight's FIR, we simply chat about how things are on hold, waiting for the outcome of the Trump/Xi meeting this week at the G20. What happens if there's a deal? What happens if there's no deal? And what about Iran? The rhetoric there is getting pretty thick. 

 

A shorter letter than normal, simply because that's all there is to talk about market wise. This weekend will decide the market's next move. 

6.26.2019 - Free Investing Newsletter Bookmark

Now the wait

 

This will be one of the shortest Financial Intelligence Reports of the year. Why? We’re in a holding pattern.

 

Just 4 sessions ago, we had set new all-time highs. But since then things have faded a bit, as market participants wait to see what’s going to happen with 1) Iran and the back and forth there, and 2) the weekend chat between Trump and China’s Xi.

6.26.2019 - Insider Bookmark

6.26.2019

Hello everyone, we've made it to Wednesday, in a very peculiar week. 

Yesterday the DOW heaved up 180 points, the S&P fell almost 30. Why? Overhead resistance and a lot of negative noise coming out of the Iran situation, and nothing solid out of the trade situation with China. 

6.25.2019 - Insider Bookmark

6.25.2019

Good morning all, welcome to a new day. 

So, yesterday was a dull affair, as they hugged the flat line hoping for some form of good news to hit. The headline makers of course is the G20 later this week, and theories are rampant concerning what might come out of that. 

Of course there's still the Iran affair, and what kind of pushback the Iranians will have,  to combat Trumps latest sanctions. 

6.24.2019 - Insider Bookmark

6.24.2019

Good morning all, how was your weekend? I trust it was a good one for you all. Down here in way too hot Florida, our weekend went a bit askew. My wife is battling a sinus infection, and was in no way up for a bike ride. Not to mention we broke records for heat, as it was a blazing 97 degrees. 

6.22.2019 - WAR! Is it coming to an Iran near You Bookmark

Hello all, the Sunday edition of the Financial Intelligence Report is posted and this one's all about war. Are we going in? If so, why? Is Iran really the sponsor of so much terror, or is it because they refuse to bow down to Israel, that we're almost in a shooting war with them? 

 

We discuss all that, and then of course we look at the market which put in an all-time high this week. Does it belong here? are earnings and rate cuts going to keep it going? Give this a read today, it's a good issue.

6.22.2019 - Free Newsletter, this time Iran Bookmark

War
 
In 1970, while the US was still mucking it out in Vietnam, Edwin Starr released a single called “War”. It was a catchy, raspy, tune, perfectly in line with the times, as thousands of our men and women slugged it out in Southeast Asia.
 
A few of the lines stand out to me:

6.21.2019 - Insider Bookmark

6.21.2019

Friday. Yes indeed it's another Friday. But at least this Friday is sort of special. 

Today is the longest sunlight day of the year. The summer solstice. After today, we will begin losing from 30 seconds to a minute of daylight per day. You won't notice it for about a month, but thenone day you'll be outside in the evening and be surprised that it's starting to get dark "so early"

6.20.2019 - Insider Bookmark

6.20.2019

Well isn't this something. I wake up this am, flip on a monitor and the futures are up 232?  Uhm, why? 

Yes Powell folded and will be cutting rates. We all know that. But he hasn't yet.  Okay, so maybe they know something big is coming out of the G20? I don't know. 

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