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Heroes And Villains

01:35am, Sunday, 05'th Jul 2020
My attention is fully focused on the markets and what is driving them. The Superman for the markets is Chairman Jerome Powell, the Presidents and Governors of t

A New Economic Cycle Has Begun

01:28am, Sunday, 05'th Jul 2020
Employment data especially, along with recent economic statistics, support our thesis that a new economic cycle has begun. We expect the Fed and government to c

The Muni Selloff That Was

09:49am, Thursday, 02'nd Jul 2020
The first two months of the year witnessed a drop in US Treasury yields as well as muni yields as concerns over slowing growth internationally kept bond yields

What Went Wrong In 1971

07:22am, Thursday, 02'nd Jul 2020
The last remnants of the gold standard were abandoned in August 1971, when President of the United States Richard Nixon decided to close the gold window. The Ni
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