Monthly Archives: June 2019

The Scariest Chart In The World Part 1

Posted on June 13, 2019 by Steve Kamman

I am re-posting this as the charts didn’t show in the prior version for some reason.  I’ve pasted them in a different format.  Please view the post in your browser if need be. All that money the Fed has been … Continue reading →

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Why the Fed “Has” to Cut Rates.

Posted on June 7, 2019 by Steve Kamman

The Fed “has” to cut its short-term rate.  Why?  Because their current lending rate seems to create an arbitrage incentive for banks to NOT LEND.  As currently structured, the Fed’s rate policy appears to be an active drag on the … Continue reading →

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Trump’s Mexico Tariff Gambit May Be Good News.

Posted on June 3, 2019 by Steve Kamman

After my initial dismay at the Mexico tariffs news, a certain optimism began to creep in.  The move is a disaster when seen through the cartoon lens of “Trump is a loose cannon.”   But it shows a way out of … Continue reading →

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Damned if We Don’t. A Glimmer of Hope if We Do. Worried The Fed “Don’ts” Instead of “Do’s.”

Posted on June 2, 2019 by Steve Kamman

Lets do what so many self-described free-market thinkers won’t;  believe the market is smarter than a few, very human folks at the Fed.  A now-decisively inverted yield curve is the bond market “telling” the Fed it needs to cut short-term rates. … Continue reading →

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