Category Uncategorized

Who Starts a Trade War With a Country They Owe $1.17 Trillion to?

Investors will continue to listen to the war of words between Trump and China on a potential trade war. On the economic front, we have CPI, University of Michigan Investor Sentiment and PPI. Earnings: Earnings start to rev up towards the end of the week with JP Morgan and Wells Fargo scheduled to announce earnings before […]

Trade Wars Are Bullish

Yes, I said it. Trade wars are bullish for the stock market and here is the rationale behind it. Since obviously, President Trump only cares about the stock market going up so he becomes richer (and maybe his base), the trade war he is starting will make the one body that can actively do something, […]

Another Punch Bowl Being Taken Away

Geo politics can always come into the forefront, but this week has a mix of central bankers and economic data. On the economic front, we have Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings Super Mario Draghi Speaks: ECB President Mario Draghi is scheduled to speak at the ECB conference on Wednesday […]

Expect More of the Same

Happy New Year! Investors will be trickling back from their vacations this week and will have a slew of data to go through along with factors to watch in the coming weeks. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. 2017 Review: That will be […]

Can We Update Our Bank Holiday Rules

Another ridiculous law of a bygone era. A bank should be able to be closed for more than 72 hours so we have more 4 day weekends and no show up to work the day after Thanksgiving for a pointless half day. Investors have a quiet week for the last trading week of the year. […]

I Was Elected to Lead, Not to Read

Investors will start to read the tax reform bill passed since nobody actually read it (where have we heard this before?) to see what industries may potentially benefit even more. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Get Ready for a Stock Buyback and […]

No Time to Back Down

Investors will watch to see the latest details out of President Trump’s proposed tax reform as we start the last quarter of the year. On the economic front, we have ISM Non-Manufacturing PMI, the Unemployment Rate, Non-Farm Payrolls and Average Hourly Earnings. Non-Farm Payrolls & Unemployment Rate: Non-Farm Payrolls, the Unemployment Rate and Average Hourly Earnings […]

Rocketman vs Mentally Deranged Dotard

Investors will continue to pay attention to the saber rattling between the Rocketman (Kim Jong Un) and the Mentally Deranged Dotard (President Trump). On the economic front, we have Consumer Confidence, Durable Goods. Ze German Elections: On Sunday (9/24), Germans went to the pols to elect members to the German Federal Parliament. From this they […]

Please Move the UN General Assembly Out of NY

Nothing like giving terror sponsors, and some may be good sponsors, a platform to speak from.   New York will be turned into a parking lot for the United Nations General Assembly as investors concentrate on this week’s Fed statement. On the economic front, we have Building Permits and the Philly Fed. The North east […]

Possible War? Buy the Dip!!!

As Labor Day weekend in the US is the official end of summer, we should start to see volumes pick up again in the stock markets over the next few months. On the economic front, we have a quiet week with ISM Non – Manufacturing PMI. Investors will also look to see if we have […]

All Eyes on the Jackson Hole Symposium

Well, one eye still on the White House Circus The week is relatively quiet until the Jackson Hole Symposium later in the week. On the economic front, we have Durable Goods and New Home Sales. Jackson Hole Symposium: From Thursday, (8/24) – Saturday, (8/26), central bankers, finance ministers, academics and other important finance people participate […]

WWJD July 2017 Edition

What Would Janet Do? Likely Nothing   Investors have a light economic data week ahead as all eyes point to the Fed and earnings. On the economic front, we have 2Q GDP. Federal Reserve: On Wednesday (7/26), the Fed will release a statement where everybody will be waiting to see if the Federal Reserve decides to […]

All Is Quiet On The Trading Front

Investors have a quiet week ahead as summer continues, but “hold my beer” moments are never far away. On the economic front, we have Existing Home Sales and New Home Sales. Fed Members Speak: This week, we have 4 FOMC members scheduled to give speeches across the country. After the second rate hike of 2017, investors […]

WWJD June 2017 Edition

What Would Janet Do???   The week ahead is highlighted by the Fed statement and the potential to see another interest rate hike. On the economic front, we have Building Permits, CPI, Retail Sales and Michigan Sentiment. Federal Reserve: On Wednesday (6/14), the Fed will release a statement where everybody will be waiting to see if […]

Which Winter Be Done Till 9

Like Covfefe, why are people so obsessed with autocorrect? That was a text I sent to a group that autocorrected a word when I said I was doing laundry. I still get texts “which winter be done till 9” years later. Another potential quiet week for the markets is upon us, but Trump is always […]

At least I Read This Before I Sent It

After watching elected officials vote on a bill and admit to not actually reading it, investors will be looking forward to more stupidity from its elected officials. In the meantime, the adult in the room (the stock market) will be turning its attention to the latest out of earnings and the price of oil. On […]

Don’t Kid Yourself, It’s a Banana Republic

Shut it down, shut it down. Investors have a busy week ahead starting with the reaction from the French Election. We have a ton of earnings data, economic data, a potential government shut down, and our first look at 1Q GDP. On the economic front, we have Consumer Confidence, Pending Home Sales, and New Home […]

War, Huh! What is it Good For? Only Buying Gold

Well, that took long. All that American First banter and it took less than 100 days for Trump to bomb another country. Investors will spend the week watching to see if the Syria incursion becomes something bigger or if it’s just another blip on the map. Domestically, we have Michigan Sentiment and PPI during the […]

Slow Motion Train Wrecks

Investors have a light week ahead as we close trading for the first quarter of 2017. On the domestic front, we have GDP Final Release and Consumer Confidence. GDP Final Release:  On Thursday (3/30) we get our third and final release of US GDP for the 4th quarter. The first release is the most impactful. […]

Don’t Cry For Me Sesame Street, The Truth Is I Don’t Need Your Money

Investors have a light data week ahead with most of the attention going towards the multiple Fed speakers. On the economic front, we have Existing Home Sales and Durable Orders. Fed Members Speak: This week, we have 5 FOMC members scheduled to give speeches across the country including Fed Chair Janet Yellen. After the first rate […]