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- 3/4 of a Shit Sandwich is Still a Shit Sandwich. Stimulus (Still) Looks Unlikely.
- 90% of The Fed’s “Stimulus” Never Left the Building. $109B Did Hit Markets Directly. That is More Ripple Than Tsunami.
- The Fed and West Coast Wildfires. More of a Link Than You Might Think.
- Pelosi Called The Bluff In the Republican’s Game of Chicken. We’re Going Off The Cliff.
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- Steve Kamman on “Trumpism” is Fascism!?! Overly Alarmist? Read the Textbook Definition Below. It Will Chill Your Soul. Assuming You Haven’t Already Sold it to the Devil…
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Monthly Archives: June 2019
The Scariest Chart In The World Part 1
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
Posted in Uncategorized
3 Comments
Why the Fed “Has” to Cut Rates.
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
Posted in Uncategorized
2 Comments
Trump’s Mexico Tariff Gambit May Be Good News.
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
Posted in Uncategorized
2 Comments
Damned if We Don’t. A Glimmer of Hope if We Do. Worried The Fed “Don’ts” Instead of “Do’s.”
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
Posted in Uncategorized
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