China Highlights Strong Economy At NPC.

This weekend sets the stage for what will be the most important aspects of international trade and geopolitics for 2021.

 

It all began last night with …

An Employment Recession Like No Other.

This morning, as happens each week, the Department of Labor once again delivered the latest numbers on initial claims for unemployment.

 

This is a sad tally of the number of people who lined …

Are We In A Stock Market Bubble?

“It's easy to recognize a Bubble,” an old trader once told me, “just wait for the crash that follows.”

 

Funny, he's right of course, but it's less …

How The Three Largest Economies Weathered 2020.

What a year 2020 was. Economically it was one of the most destructive years this country has ever lived through. We set a record for the worst economic decline in a quarter, ever. In that …

Income, Income, Just What Is Our Income?

A few weeks ago we received a check for $600. If all goes well this week, we should receive another check for an estimated $1400. Did you earn that …

Markets Stumble At Nation's Abrupt Change of Direction.

Well, It was political theater at its best. There sat the newly installed President Joe Biden, at presumably the Resolute Desk, and before him a …

Out Of Balance: The Story Of The US Economy.

Today we have an economy that is equally as unbalanced as the one which headed into the Great Depression. Again this economy is driven by 3/4ers on one side of the production/consumption …

Is This Anyway To Run A Recovery?

This week we get a rare look at the three government sectors who are leading the Economic Recovery; The Federal Reserve, the Nation's Central Bank, the Congress, and all of the State and …

What Do Democrats Have Against Small Businesses?

So I read on. Anxious to learn about how this Democratic Proposal would support the part of the economy that I'm most familiar with. As a former …

Who Will Defend The US Dollar? Jerome Powell?

Using the admittedly volatile forex markets we can see a trend emerging for the Dollar, at it is disturbing, to say the least.

 

The Dollar began the …

"Non-Essential" The Economic Death Sentence.

This month marks the one-year anniversary of perhaps the Nation's most destructive economic policy...ever: The Designation of certain businesses as …

Supply Chain Disruption.

As we watch Winter Storm Uri move up the East Coast: we're seeing yet another disruption in the nation's supply chain. That delicate, ever-moving combination of ships, trains trucks, and …

It's Reliable v. Unreliable Electricity.

Nature has a way of exposing man's folly. When I lived in California, it was often earthquakes that exposed the poorly constructed building. In …

Where's Bitcoin Headed? Ask JP Morgan.

The big bank, JP Morgan Chase, may have a lot more to do with the future of Bitcoin that you'd imagine.

All This Monetary Stimulus Is Like "Pushing On A String."

There is a growing consensus on Wall Street that Inflation is right around the corner.

 

And when you first look at the numbers, that seems like a reasonable explanation of what is occurring …

Powell Refuses To Call Out Governors As The Real Cause Of Unemployment.

The reason we have a weak labor market is as clear as the nose on your face. It is the elephant in the room. And it is the one thing that Powell …

Why There Is Little Inflation...For Now.

This morning the Bureau of Labor Statistics released the latest reading on the US Inflation Rate.

 

And this had to be one of the most widely anticipated reports to come out of Washington …

How Is All This Stimulus Distorting The Economy.

With all this largess coming out of Washington, the question is beginning to be asked, is this too much of a good thing. The amount of economic distortion that is beginning to be felt in …

The Disappearing American Corporation.

Well, We're right in the middle of earnings season, with just over half of the publicly traded companies having reported their results, and half to …

Will Amazon Become A Union Shop?

It's the kind of news that sends a shiver up the spine of any Chief Executive. Even one, who is one of the richest men in the world, and just …

The Game Stop Saga: Real Capitalism Or Something Else?

Well, I have to confess that when I first saw the news about Game Stop and all the others like AMC and American Airlines: I was tickled.

 

I'm no fan of short-sellers. And especially Short …

Amazon And Alphabet/Google Two Companies In Transition.

Amazon and Alphabet, two of the leading companies in the nation. And yet as we saw yesterday, two firms in transition. Their term, not mine.


When Shorting Becomes An Offensive Weapon.

There is a pernicious evil, that happens when Shorting Stock becomes an offensive weapon. It is an evil that will literally rip the guts out of our financial markets. This type of market …

Wall Street Reacts To Biden's Expansive, New Social Programs.

Want an inside indicator of where this economy, and ultimately stocks and bonds are headed? Well, look no further than the latest moves out of …

What's Really Happening With Game Stop.

There really is a scandal here, but it's not at all what you're reading in the press or hearing on the news. The Scandal here is between big monied Hedge Funds and the Wall Street Brokers …

If I Could Tell Presient Biden Just One Thing.

So, if there is one thing that I could tell our new President it is to: Open up this economy, as fast and as far as he can.

 


If I Could Tell President Biden Just One Thing.

So, if there is one thing that I could tell our new President it is to: Open up this economy, as fast and as far as he can.

Game Stop And The Great Bear Raid.

Well. You may have read about the big price jump in Game Stop and a couple of other small companies that have recently come under the gave of a group of retail investors over at the Social …

The Cost Of Fear.

Fear is perhaps the most overwhelming of all human emotions. When you are truly fearful is difficult, if not impossible, to think of anything else.

Janet "A Little Inflation Is A Good Thing" Yellen.

Yesterday Janet Yellen was confirmed by the United States Senate as the 78th Secretary of the Treasury. Yellen thereby, has achieved several “firsts” in her new position.

She is the first …

Wall Street Looks Across The "Valley."

Wall Street is convinced, that from here on things will get much better on the pandemic front. That we will see a fairly dramatic re-opening of the …

Japan Slips Into Deflation...Why?

Deflation, its a word that will send a shiver up any Economist's Spine.

Last night, Japan revealed that prices, at the consumer level, had fallen 1.2% in the month of December. Let's look …

Memo To ThePresident: It's Freedom That Makes This Place Work.

It was something that we, as a nation, have been doing every 4 years, for over two centuries now: inaugurate a new President. We've done it in war and peace, boom times and depressions. But …

The Big Four Banks: The Most Political Of All Creatures.

The Big Four American Banks: Wells Fargo, Citigroup, Bank of America, and JP Morgan Chase, are the beating heart of this country's financial system.

They are the primary instruments through …

The Chinese Economy Puts The World On Notice.

While the rest of the world was preoccupied by the happenings in Washington this weekend, the Peoples Republic of China put up some economic numbers that were simply stunning, and …

How China Hijacked America's Vision Of Globalism.

America's Vision of Globalism goes back at least a hundred years to the Presidency of Woodrow Wilson, and his League of Nations. An effort to bring peace to the world after the destruction …

Big Tech Exposes Their Achilles Heal.

The action this week by Big Tech, Google, Twitter, Facebook, Amazon and the rest, have created the best environment for startups in a generation. Empowered their competition. And likely …

Is This Bull MArket Losing It's Leadership?

Bull markets have leaders. Innovative companies that lead the country into a new economy, and who's stocks power the market to higher and higher …

The Cost Of Censorship.

How Much does it cost to censor a sitting President? About $4 ½ billion dollars. At least that was the market value lost by Twitter after they had …

Big Tech's All Out Cyber War.

This weekend Jack Dorsey, at Twitter shut off all of President Trump's Accounts. And thereby fired the first shot in what promises to be an all out Cyber War.

Since Trump descended the …

The Election's Gordian Knot.

Today, as he sits in his office, Donald Trump is presented with a similar dilemma. A Gordian Knot, if you will, that seems unable to be solved.

The …

What President Joe Biden Has In Store For Investors.

On Wednesday, the US Congress certified Joe Biden as the next President of the United States. He enters the office as the oldest person to ever hold …

the Genius Of Incremental Investing.

The events in Washington reminded me, once again, of the importance of Incremental Investing.

Just yesterday, we saw tremendous turmoil in out country. People traveled from great distance …

The Last Time We Lost Faith In Government.

So Mitt Romney got on the plane last night, headed back to Washington DC. Mitt as you know is the Senator from Utah, and one of the most successful …

Why The 7 Cities Involved In Election Fraud Would Not Withstand A Real Audit.

Tomorrow the Electoral College Results will be presented to a joint session of Congress. At that session, more than a hundred congressmen and eleven …

Is It Still USA Full Faith and Credit?

The CARES Act is the largest "purchase" in history. How will we pay for it?

The Secret Of Relative Performance.

It was back in the 1970's, I was a cub broker just learning the ropes. And the biggest trend on Wall Street was the Sky Rocketing Price of Oil. In fact it was an historic market for all …

The Sugar-High Economy.

Yesterday, President Trump signed into law the latest Appropriations Bill. And although Congress is still working out just how much of a Sugar-High this legislation will work out to be. …

Our Myopic Lack Of Public Debate.

The United States Senate calls themselves the world's “Greatest Deliberative Body.”

Unfortunately, that's no longer the case. And I'm afraid it hasn't been for some time.

The Legislative …

I Am Capital.

The Season Of Giving.

But no matter your belief, this is a special time, when you reach into your pocket and give. And the wonderful thing about this country, is that …

Why Budget, When You Can Just Spend? A Look At The Government's Financial Management.

So things really got underway in the last couple of days, when a joint committee finally put down in writing just what the governmet can spend in the remaining fiscal year.

And what a piece …

Where Did Today's Selling Come From?

Stocks opened sharply lower this morning, with the Dow Jones Industrial Average down about 200 points on it's open, and the Standard and Poors %00 Index down nearly 1%.

For investors this …

The Latest Comparisons of the Chinese and American Economies.

What an interesting week to compare the relative progress of the world's two largest economies.

It's not often that the two economic calendars line up so that we can see side by side how the …

The S&P 500 Gains Momentum: Tesla Joins On Monday.

The Investment Selection Committee for the Standard and Poors 500 has decided to add Tesla, Incorporated to their Index.

Next to the Dow Jones Industrial Average, the Standard and Poors 500 …

Is Old-Fashioned, Personal Service Dead?

This morning we got yet another indication of just how difficult things are for the working person. At 8:30 this morning, East Coast Time, the Bureau …

Is Inflation Around The Corner?

Reach into your wallet, and pull out a Dollar. Since 1914, it has been the official currency of the United States. And since 1971, when the US Note …

Yesterday History Was Made: Six States Send Competing Delagates To Washington.

Yesterday, we added one more page to the extensive history of US Presidential Elections when 6 states, elected two competing slates of delegates. Giving to Congress, the final decision …

China's Economy Powers Ahead, While The US Economy Flounders.

It's the time of the year when corporate and government finance people start to see the complete picture for 2020. With just a couple of weeks to go in the year, they know by now just how …

This Week's Preview: Electoral College And FOMC Meetings.

Well, its the first Monday, after the second Wednesday in the December following the presidential election.

A very long way of saying that Monday the …

History Knocks...The Supreme Court Folds.

Sometimes history comes calling, and there is simply no one there to answer the call. While at other times when history calls, the door is slammed shut.

It's that latter occurrence, that …

What Some In Government Think About The Election.

Any good businessman will tell you that you often learn more from people's actions rather that what they'll tell you. Watch what they do, not what …

Our "Slow Money" Economy.

Well, if we can translate that speed and movement into our monetary system. We would see, that in an active, expanding economy the money itself moves …

The Implicatons Of A Main Street Decline For Investors.

The current divide between Wall Street and Main Street is the greatest in my lifetime. While Wall Street records record high after record high. Main Street is literally suffering, with …

The Expanding Role Of The Federal Reserve.

Today, many remain concerned about the great concentration of wealth and influence that the Federal Reserve Board wields today.

Beginning with the Great Financial Crisis of 2008, it has been …

Where Does The "Big Money: Invest?

The savvy investor needs to be always aware, of just where the big money is investing. After all get caught in stock, while big money is selling can mean big losses for those of us who are …

Weakness In The Labor Sector, And What That Means For The Economy. (2)

The big news this week was the dramatic decline in new hires. And this gets to the very heart of this economic recovery.

People who were laid off earlier in the year, combined with new …

They're Taking Down The "Help Wanted" Signs.

The big news this week was the dramatic decline in new hires. And this gets to the very heart of this economic recovery.

People who were laid off earlier in the year, combined with new …

Wall Street Faces Three Unknowns: The Election, The Economy and the Pandemic.

Wall Street is a place of rumor and hype. And, I suppose, that understandable, given that the first person to make a trade always has an advantage …

What Divides Us.

The past few months have been among the most divisive in our Nation's History. And that's saying a lot for a nation that actually went to war with each other, back in the mid 1800's.

We live …

What A New Lock-Down Would Mean For Workers.

As we enter this last month of the year, it is apparent that 2020 will go in the record books as the best, and the worst of years for the American Working Man and Women.

We began the year …

Beware The Unexpected: Are You Sure The Election Is Over?

Our primary mission for this podcast, is to bring to you attention the unexpected events, that may affect your investments. After all it's those “out of the blue” occurances that often have …

Keep Your Eye On Retail.

I believe that the key to this economy, is the retail shopper. Consumer sending, after all, in a normal year, represents over 2/3rds of the business activity in the nation.

But this year …

The Dark Side Of Technology.

Let's face it, as consumers and investors, we've been in love with technology for some time now.

Just look at your Christmas list, chances are that …

Thanksgiving on Wall Street.

From the East River to Trinity Church, a Happy Thanksgiving from Wall Street. 

Wall Street's Thanksgiving.

And yet, in this highly competitive, success driven environment, still each year the Market takes a day off to give thanks.

And it's always been that …

The Airlines And Pandemic.

In a prior life I was a Road Warrior. You know one of those guys and gals, who leave home Monday morning, drive to the nearest airport. And then return usually late Friday or early Saturday …

Why Every Public Servant Should Stand For An Audit.

During this wild and crazy election, there has emerged a school of thought, that is dangerous to not only this election process, but indeed the …

Just Ahead Of The Holiday Sales Season; Concern Grows For The Retail Sector.

It's our weekend edition, for November 21 and 22.

Our review of the stories and events of this past week.

In looking back over the economic events of this past week, I can't help by feel a …

About Those Negative-Yield Chinese Bonds.

One of the most interesting deals of the year, was completed on Wednesday. It was the issue, by the People's Republic of China of $4 Billion Euro Denominated Sovereign Bonds.

And what drew …

How Do Holiday Sales Look?

How does your Thanksgiving look? It's the number one topic of conversation around the Reavill household right now.

Here in Pennsylvania, the Governor …

What The Current Price Of Soybeans Says About The Chinese Economy.

Have you noticed the price of Soybeans lately? Ha Ha, well I wouldn't have noticed either, except for a recent note by Miles Guo. Miles Guo is the …

Time To Reconsider The "Lock Down."

Imagine a Public Policy which has had a larger impact on the Economy, that any other. And then imagine that Policy has been instituted by State …

The Technocracy vs. Trump's Tea Party.

What we just witnessed, in the recent Presidential Election, was a clash of two world views. On the one hand we had those corporations and Non Governmental Organizations, that represent the …

Two Subtle Declines In Key Economic Indicators: Consumer Confidence And Inflation.

It was a week that saw subtle declines in two important economic measures: Consumer Optimism and Inflation.

For weeks now we've been pointing out the remarkable strength in consumer …

Time To Re-Visit Those Vote Counters.

Imagine that you've been invited to see a complicated sports game for the very first time. Like American Football for instance. In the beginning you …

The Federal Reserve Takes On Climate Change

The Federal Reserve Board is the Central Bank of the United States. Founded by an Act of Congress in 1913, it operates under the twin mandate of full …

Where Do We Stand?

This week marks the half way point in the fourth and final quarter of 2020. It's been quite a year hasn't it? We began with record economic growth, and record employment. Only to see all …

The Election Nuts 'N Bolts.

So I thought that we should take a moment to go through the mechanics of the Election Process. The various steps in electing the president.

And for …

Wall Street Is Euphoric...Why?

We live in an era of instant communications. And just as instant judgments.

Want to know the best car to buy, or doctor to use, or any of the myriad of things we consumer each year. No …

This Is Important: We need to audit the 2020 Presidential Vote.

This is a replay of the November 5th Podcast. It outlines the need to audit the vote. Not just recound it.

How Markets Behaved Over This Election Week.

The election has not been decided. As challenger Joe Biden, and President Donald Trump remained locked in this highly controversial contest. Charges of voter fraud, and ballot box …

What A Biden Presidency Would Mean For Investors.

As we publish this Podcast, at the New York Markets close on Friday afternoon. The Presidential Challenger, Joe Biden continues to pick up groups of votes, and it appears that he has a …

Time To Audit Our Voting.

Now audits have been the tried and true method that Wall Street, and indeed the entire American Financial System has relied on for almost the last 100 years.

It's been the way that the …

Ant Financial: Yesterday's Other Political Contest.

While we in America were preoccupied with the Presidential Election, half a world away, in China, a really remarkable financial story is unfolding.

When The Pollsters Get It Wrong...

Today is election day in the United States. The day when millions of Americans go to the Polls, and cast their vote for the Next President.

You may …

Election 2020: The Populist and the Multinationals.

Tomorrow, the people of the United States will go to the polls to elect the next President. Its a duty and responsibility of the citizens which …

This Week In The Markets Saw More Tricks Than Treats.

And this is the weekend edition of our podcast for this Halloween a week that saw more tricks and treats.

It's the time we look back at the major economic events, and news that impacted …

Apple's China Sales Down Big. Let's Talk About It.

Last night, the worlds largest company, Apple Incorporated closed out their fiscal 2020 year, and presented Wall Street with their Annual Report.

But to Apple's management, the reaction on …

Our In-depth Look At The Nation's Gross Domestic Product (GDP).

Well, I have to confess that I took a sigh of relief when the GDP Numbers were released this morning. I knew they would be good, both of the Fed's …

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