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6.18.2018 - Insider Bookmark

6.18.2018

Good morning all, I hope your weekend was terrific. Mine was not. 

This past week I had taken my mom to the doctors twice, for a nasty "goopy" cough, and Friday they didn't like it at all. So, Mom spent Friday afternoon/night, Saturday and Sunday in the Hospital. We got her back Sunday evening, but frankly she didn't look as well as I'd hoped. 
On the Uncle front, we got a call Friday night that he's taken a really bad turn for the worse. Poor guy, the end is very near.  I truly hate cancer. 

11.24.2017 - Insiders Bookmark

11.24.2017

Good morning all, can you move this morning?  Naturally I jest, but in our home, the food simply wouldn't stop coming and yes, I admit to you all that I overindulged. How  could I not?  So, yeah, I became a couch potato last  evening.  And it was worth every bite!

So it's Friday and it's also a half day. But before we get into the day, I want to mention a little something that SocGen put out just the other day that sums up what we're looking at in here:

3.7.2017 Bookmark

3.7.2017

Hello folks, happy Tuesday to ya....

The creaking and groaning continues.  Yesterday they couldn't pull off the late day "stick save" that we've seen so many times in the past. They tried a couple times but when the bell rang, the DOW ended the show at 20,954 down 51 on the day. Then overnight, the European market was soggy as Germany saw the biggest fall in German industrial orders since the depths of the global financial crisis.  That spread around the globe and our futures are a bit red because of it all. 

12.20.2016 Bookmark

12.20.2016

Good morning all, welcome to a new day. 

Yesterday was certainly interesting on a lot of levels. It was of course electors day, and all eyes were on the votes. In quite the interesting twist, Trump had 2 electors that wouldn't vote for him. But Hillary actually lost 5! Ha. Actually it is much worse than that for her, as in Nevada a lot of Hillary electors were going to abandon her, but a judge actually forced them to hold the line.

5.10.2016 - Insiders Club Bookmark

5.10.2016

Hello folks, welcome to Tuesday.

This morning has already thrown me for a loop. When I flicked on my monitor I had the unpleasant surprise that overnight;  Windows 10 magically installed on my PC. I didn't ask it to, it simply happened. Now I've got applications that I use daily, that aren't working. This is swell.  I can tell this morning is going to be a pain in the butt.

Financial Intelligence Report - 11.4.2015 Bookmark


Migrants, Snowden, and Sides

One of the themes I’ve been pounding for a couple years now is that the world is choosing sides. On one side is the China/Russia connection and on the other side is the US/UK connection. As nations around the world have tired of US policy, they see something of a saving grace in unconventional ways.

If you look at the “shift” in attitudes over the past 4 years you see something remarkable happening. When the US set up the coup in the Ukraine, and then blamed it on the Russians, they followed through with dozens of financial sanctions against Russia. The Europeans went along with the sanctions, despite it being financial suicide for them. Consider Germany; they had millions in trade deals with Russia that had to be put on hold. They lost multiple millions in revenues. Same with Norway, France, etc.

4.29.2015 Financial Intelligence Report Bookmark

How’s That Workin?

The all seeing, all knowing grand poobah’s which we affectionately call the Federal Reserve; have told us for years that they, and ONLY they know how to steer an economy to prosperity.  Over the years they’ve hiked interest rates, cut interest rates, printed money, bought back Treasuries, “twisted”, QE’d and God only knows what else. So, how’d they do?

Insiders Club - 2.19.2015 Bookmark

2.19.2015

Good morning all...

On this day 32 years ago my wife lost her sanity for a day and said "I do".  Yes indeed, today is my anniversary. And in those 32 years, this has been the only anniversary where we weren't together for the day. Unfortunately she's up in NJ trying to help her dad and brother take care of her quickly fading mom, while I'm down here in Florida keeping an eye on my own mom.

Sometimes life simply gets in the way.

But it is indeed my anniversary and I will never be shy about saying I was blessed to have such a fine partner. 

Insiders Club - 10.10.2014 Bookmark

10.10.2014

Friday and not a day too soon. I'm sure that all those folks who figured that stocks only go up, have had quite the shock to their system over the past few days as they discovered that they can actually drop too.

I made it quite clear that while I figured on a sluggish day yesterday, I had NO CLUE we'd fall 300 points. I was thinking something like 50 - 70 as they "digested" Wednesday's move higher. But no, I wasn't even close. In a 7 - 1 ratio, they sold more stocks than they bought and the end result was a pretty ugly day for the bulls.

10.7.2014 Germany Takes a Huge Hit Bookmark

German Industrial Production plunges to levels not seen since 2009. Well "Duh!!" What do you expect when something like 4000 German companies sell products to Russia and now those products are sitting in warehouses because of the stupid sanctions the US and the EU have place in Russia?? Of course production is going to plunge, there's no one to sell anything to.

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