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7.25.2019 - Insider Bookmark


Hello everyone, welcome to Thursday.

Well, Draghi didn't cut rates, which surprises me. The "fact" was/is that expectations by Wall Street  were for no cut today. I just thought he might belly up to the bar and give them a jolt. He passed on that, but laid out pure language that says "yes rate cuts are coming and oh by the way, we'll probably be doing QE by September"

6.3.2019 - Insider Bookmark


Good morning everyone, welcome back from your weekend. As is always the case, I hope it was a tremendous one for you all. 

Down here in "way too sunny" Florida, it was a classically unnatural weekend. For the past week, we've been breaking temperature records and this weekend was no different. While we did our Sunday "Bike to the beach", it wasn't easy!  When we got on our bikes at noon, it was already 90, and by the time we were done with the beach, it was 94. 

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