What "Opening Up" Means To Amazon.

It was a fascinating week for Markets In the USA, and a very difficult week for Analysts. Nearly everything they had predicted went the other way …

The Global Economic Week And Market Comments

n looking at the 6 major economies reporting this week. France stands our as showing the slowest recovery to date. Their economy grew at less than 1% during the second quarter. Next slowest …

ValueSide Global: Spain And Mexico Report Near 20% GDP Growth

Opening up an economy, and returning to normal is not an easy task. We're beginning to see that in the economic reports which came across my desk this week.

Our Weekly Review USA: Opening Up May Not Be So Good For Amazon.

It was a fascinating week for Markets In the USA, and a very difficult week for Analysts. Nearly everything they had predicted went the other way …

The American Economy Tops $22 Trillion For 2021. What's Wrong With That?

Yesterday it was reported that the United States total economy, the Gross Domestic Product, grew at 6 1/2% for the second quarter.

When calculated …

US Trade Policy Is In Utter Shambles.

As we close out the first half of 2021, it is becoming clear what an utter shambles our International Trade Policy is in.

This year, will most …

Why The Fed Isn't Likely To Raise Interest Rates.

At two pm eastern time this afternoon, the Federal Open Market Committee will once again announce their decision on interest rates.

The Committee meets 8 times a year. And they are …

Home: The Financial Asset We Live In.

As our Financial Adviser often says: Our home is the largest investment we'll ever make.

I think it took many of us on Wall Street some time to realize how true that sentiment is. We …

Home: The Financial Asset We Live In.

As our Financial Adviser often says: Our home is the largest investment we'll ever make.

I think it took many of us on Wall Street some time to realize how true that sentiment is. We …

It's Simply An Incredible Week.

It's a tradition in much of Europe, especially France and Spain, to take the month of August off.

And I've noticed that increasingly Wall Street is doing the same thing. That is, take …

The Week In Review: Jult 19 - 23

t's summertime, as the old Porgy and Bess Song says: “ When the living is easy...”

Traditionally the time when Wall Street takes it easy. When …

The Weekend Edition: Is The Economy Slowing? Three Indicators Look That Way.

It's summertime, as the old Porgy and Bess Song says: “ When the living is easy...” Traditionally the time when Wall Street takes it easy.

When …

Trouble In the Labor Economy.

Yesterday we saw the Initial Claims for Unemployment take a substantial jump to 419,000.

This was a puzzle.

Why would we see such a jump in the …

A Black Flag Over Sydney, Australia.

Last night they raised the Black Flag over Sydney. A complete quarantine of the city has been imposed by the Lord Mayor of Sydney, Clover Margaret …

Drought In the West, Floods In China. What's The Economic Impact?

We often underestimate the full force that Nature can have on our lives. Much of the time we are insulated from it's ravages. We commute to work in …

Japan Haunted By Deflation.

Again, last night came yet another sign that Deflation, not inflation, is still lurking in the Japanese financial markets.

Like an old …

Japan Haunter By Deflation.

Again, last night came yet another sign that Deflation, not inflation, is still lurking in the Japanese financial markets.

Like an old …

Polio To Covid: Turning The Public Good Over To Private Enterprise.

This year marks the 59th anniversary of a strange and mysterious disease called Polio. Although a majority of American's carried the Polio Virus, …

Polio To Covid: Turning The Public Good Over To Private Enterprise.

This year marks the 59th anniversary of a strange and mysterious disease called Polio. Although a majority of American's carried the Polio Virus, …

My Week's Preview: Are We Headed To Another Lock-Down?

It was the most devastating Economic Quarter in nearly a century.

It all began innocently enough. Suggested social distancing, advised wearing of masks, recommended self quarantine.

It …

My Look At The Week Just Past: July 12 - 16, 2021

It was a week when Chinese Economic Growth suddenly took a big drop. US Inflation rocketed above 5% for the first time in years.

But there seems to be nothing that will change Jerome …

The World's Economy Is About To Slow.

Let's face it most of us are News Junkies. We have to be. As investors news from around the world can affect just how the financial markets here at home perform.

And anyone who has watched …

Jerome Powell And The Great White Whale.

In the novel, Moby Dick, Captain Ahab is the megalomaniacal commander of a whaling ship. With just one thing in mind: to capture the great white whale, Moby Dick.

It has been much the same …

Buy Now Before Prices Go Up.

Yesterday we saw something that we haven't seen in nearly a half century. It was the profound change in Consumer Attitude toward inflation.

The 350 million American consumers when …

Maker vs. Financier.

Tomorrow JP Morgan Chase will begin this quarter's earnings season as they always do. The nation's largest bank is given this honor, kind of like the …

Our Look At The Week Ahead, Plus Market Comments.

This coming week will be dominated by our look back at the Second Quarter of the Year. Which, by almost all estimates may be the best quarter of this year.

 


Q2: The Best OF Times? Our Preview Of The Week Ahead.

This coming week will be dominated by our look back at the Second Quarter of the Year. Which, by almost all estimates may be the best quarter of this year.

 

This Week In Review: July 5 to 9, 2021

Markets closed out this first full week in July with yet another record, as stocks continued to soar.

Honestly, as any long time observer of the …

The Week In Review For July 6 - 9, 2021

Markets closed out this first full week in July with yet another record, as stocks continued to soar.

 

Honestly, as any long time observer of the …

Markets Hit Record...So Does VAERS...

The other major news item was the latest release of the VAERS Numbers. Now the VAERS is the website run by the Centers for Disease Control, at which …

It's The Cyber Polygon.

For anyone interested in the future of Global Finance, this is your weekend. Beginning in a couple of hours will be the Cyber Polygon.

Organized …

Market Wrap & Comment: What The Fed's Trying To Say...

Yesterday we had the most recent release of the Federal Reserve Open Market Committee’s minutes. They were the minutes of the meeting held on June 16th. 

What The Fed Is Really Saying...

Perspective, it’s the single most important thing in guiding your life, your  business, or especially our country. You must possess the ability to look beyond the day to day, momentary nits …

What The Fed Is Really Saying...

Perspective, it’s the single most important thing in guiding your life, your  business, or especially our country. You must possess the ability to look beyond the day to day, momentary nits …

The High Cost Of Gas.

Historically this is the time of the year that people get out and travel. The time when most people have their vacation. And traditionally when they load up the car and “hit the road.”

The High Cost Of Gas.

Historically this is the time of the year that people get out and travel. The time when most people have their vacation. And traditionally when they load up the car and “hit the road.”

Is Australia Our Future?

Have you heard about what’s happening to those in the “Land Down Under”? They’re going through one of the most stringent economic lock-downs ever. 

You see while we’re enjoying the best of …

The Week In Review: June 28 - July 2 (2)

In reviewing this week's economic reports from around the Globe, the outstanding results were just how mild inflation remains everywhere...except …

The Week In Review: June 28 - July 2

On this Fourth Of July Holiday Weekend:

The USA leads the world in both inflation and it's trade deficit. Not necessarily a good thing! 

Mixed Signals: The Real Reason People Aren't Returning To Work.

One of the largest puzzles about our economy currently is the large number of job openings, that don't seem to have anyone who wants to apply for those jobs.

The economy appears to be on …

The Strange Behavior of Pfizer, and Johnson And Johnson.

This should be the best of all times for the four companies which have developed the Covid-19 Vaccine. The financial markets are in an ebullient …

How Goldman Sachs Plans To Double Salaries Without Spending A Dime.

Investment Bankers, like Goldman Sachs, are among the most thorough managers in the country.

 

When they reach a major corporate decision, like …

Peeling Facebook Like An Onion.

It turns out that the combination of naive young people, and sophisticated data collection, the kind they have at social media sites lie Facebook. …

Nike Is: "A Brand That's Is 'Of China' And 'For China'."

It's a declaration that is destine to go down in the annuals of American Business as a turning point. A statement that will change our perception of …

The Week In Review: Things Began To Change In May...

There was so much data thrown at us this week, that I was really having a hard time putting it all together. Everything seemed to be on the one hand good, on the other hand bad. Reports …

Personal Income OnThe Far Side Of Stimulus.

It was the largest gift in history. And outright transfer of cash from our government to it's tax payers. And literally there has never been anything like it.

 

Today, we received the latest …

US Manufacturing Hits A Record, But What's Really Behind the Numbers.

Yesterday you may have seen the most the all time record report of the Purchasing Manager's Index for US Manufacturing.

 

So at first blush it seemed that here was a piece of good news. The …

The Fed Blinks...Again!

Last week it appeared that the stars had aligned. That, for the first time since the Pandemic's Economic Lock-Down, that the Fed would return to a …

The Loss Of Price Discovery.

It's simply the cornerstone. And upon it is all else is built in this free market system.

 

It is price.

 

You no doubt remember your college …

The Real Cause Of Higher Prices.

Last week we had the conclusion of the two day meeting of the Fed's Open Market Committee Meeting. The committee which sets short term interest rates, as well as establishing monetary …

The Week Ahead: June 21 - 25.

During the first quarter of the year, as global economies re-opened, we saw economic numbers reported that we haven't seen since the end of World War 2.

 

As economist reported: it was a …

This Week In Review. June 14 - 18 2021

A week that was marked primarily by an up-tick in inflation around the world. In total 9 countries and the Euro Zone, announcement their latest measure of inflation.

Eight of those …

Labor, The Forgotten Dimension Of The Economy.

It's easy to equate how the economy is performing, with how the stock market is doing.

 

Currently, with all the major averages either at or near all time records, we assume that means the …

It's What The Fed Doesn't Say That's Important.

Yesterday concluded the two day meeting of the Federal Reserve's Open Market Committee. This Committee is the one that put in place the Fed's …

Customers Don't Set Prices.

So, when was the last time you walked into the grocery store, and informed the grocer you would give him $1.50, for instance for his bunch of …

"...And Crashes Happen In October."

Year after year, the swallows return to Capistrano, Hurricanes happen in their seasons, and Stock Market Crashes occur in the Fall.

 

Fortunately for us, crashes don't happen every year. …

The Work From Home Revolution.

For millions of workers across the nation, the world changed dramatically in March 2020. It was then that mayors and governors quarantined non-essential workers. For the first time in our …

The Bitcoin/Colonial Pipeline Puzzle.

Our story begins with the nation's largest petroleum pipeline, Colonial Pipeline...

 


Supply Shock Or Inflation? That's The Question.

It's the thing that has captured the imagination of nearly everyone on Wall Street.

 

Are we currently living through a period of rising prices because of a temporary supply shock, as the …

China: The Company Store.

Today America find's itself in the same position as those old miners: America has it's own Company Store, China. The place where, increasingly, we go …

A Free Vaccine... Or Is It?

For you and I, the New Covid 19 Vaccine is a free option, designed to mitigate the effects of the Covid 19 Disease.

 

But behind the scenes lies a complex interaction between the Federal …

Everyone Vaccinated? Not Likely.

It's been the goal of many of our government leaders, and the prerequisite to the re-opening of many businesses. That is to have everyone in the country to receive the Vaccine. The Covid19 …

American Workers Charge Back To Work.

Classical Economists, men like Adam Smith and David Ricardo, viewed the economy in three dimensions: Land, Labor and Capital.

 

And it's not a bad way for us to look at our current situation. …

Biden's New “Global First” Tax Initiative.

Overnight, Reuters is reporting that the Biden Administration, has taken an all new approach to taxing multinational companies. Presenting their …

Marketing the "Jab."

The introduction of the Novel Corona Virus, Covid 19 Vaccine, has been like the introduction of the latest new techno gadget. Like the roll-out of a …

It's More Than The Supply Chain.

But that haphazard approach is just like the one adopted by our Governors and Mayors when they shut down this economy last year.

 

It is apparent that little effort was spend determining the …

America Spends Like Ancient Rome.

I was as surprised as you, when last week President Biden unveiled his proposed new budget for next year.

 

It was as if we went back to the first 3 years of the Obama Administration. Those …

The Vaccine's Investment Risk.

As we begin the Memorial Day Weekend, the unofficial start of Summer. Things are looking up for the country. For the first time in over a year, people are gathering in large numbers to …

Is There Really An Economic Rebound?

Its a very big day for economic reports, today.

 

The headline numbers will likely come from the Durable Goods Orders, always a good harbinger of the future of heavy industry and …

Real Estate: Is It Still Location, Location, Location?

Ask any Realtor, and they'll tell you that the most important element in Real Estate is a property's location.

 

Want to know what drives the price of any property? It's the location …

The Repo Window: What Happens When Banks Are Flooded With Cash?

The Repo Market is an admittedly arcane little corner of the financial markets. But it's on the cusp of making a very big statement.

 

Let's take a look.

 


Exactly What Is An Audit?

Every day I bring to your attention the most significant company earnings reports of the day.

 

In my opinion, this is likely the most important tool …

The Once Illegal Practice Of Stock Buybacks.

What if I told you that a major corporation was caught manipulating the price of its stock.

 

That this corporation went into the marketplace, and …

"TechLash:" The Greatest Threat To This Bull Market.

For years now, it's been smooth sailing for the premier technology companies of the nation. Not only have they been favorites of the consumers who …

Janet Yellen And The Political Economy.

Janet Yellen, the newly minted Secretary of the Treasury, spoke before the US Chamber of Commerce yesterday. What I believe will be seen as perhaps the defining moment in the Biden …

China and the Lost Pandemic Year.

Only now are we seeing the full impact of the Covid 19 Pandemic on the Worldwide Economy. It's just now that the various economic agencies have put …

The Many Faces Of Inflation.

There are many ways that we see inflation in our financial system. Some we like, some we don't.

 

Lately, we've all become used to the principal form of inflation, which has been a direct …

It's Out Of The Fed's Hands.

In our society, we often give credit to so-called experts, for things which in reality are beyond their scope. A case in point is the Federal Reserve.

 

We assume that the Fed manages our …

America: The Inflation Outlier.

Something profound happened was revealed yesterday. It was the announcement that inflation in the United States saw the biggest jump in years.

 

The nation had literally turned around from a …

Now That's What I Call Inflation!

Inflation: it's the most controversial and maligned of all the economic indicators. Almost no one thinks that it really measures the true rise in prices that are currently occurring in our …

The Thousand Mile Supply Chain.

It's an indication of just how difficult it is to source the raw materials, and components needed to complete finished products. For weeks now we've …

Down-Sizing The Economy

And if there is one, over-arching theme to nearly all of our public policy during this time, it is that each step that has been taken has had the …

Jobs: The Measure Of The Economy.

Well, when my neighbor looses his job, that's a recession. If I should loose my job, that would be a depression. To paraphrase, the late President …

Moderna, And the Novel Vaccine.

Fifteen Months ago a news story came over the wires that a highly contagious new Corona Virus had been discovered in China. It would prove to be one …

The Stimulus, Act 2

Yesterday, the Secretary of the Treasury, Janet Yellen attempted to raise the curtain on Act 2, of The Great Stimulus. Our country's on going …

The New Citizen Consumer.

The American consumer is the most powerful commercial force in the world. With a capability to direct billions, no make that actually trillions of …

Supply Chain: By The Numbers.

The “Supply Chain” it is perhaps the most important current issue facing the global economy. It's clear that most of the developed world is in a full …

The American Consumer: For One Brief Shinning Moment.

It's been an incredible week. Once again we've seen all time highs in the major equity averages. Although the novelty of that's may have worn off.

 

We saw a couple of outstanding quarterly …

A Lot Rests On Today's GDP Report.

So here we area about an hour before the big release on the Nation's first look at the first quarter's GDP, the Gross Domestic Product.

 

And right …

Interest: Is It Income Or Expense?

Precisely at 2 pm eastern time this afternoon, The Federal Reserve will announce their latest decision on short term interest rates. And they will thereby set the Fed Funds Rate. It will be …

The Problem With Stimulus: It Doesn't Last Forever.

The problem with Stimulus, as the problem with Christmas, someday it must end. Santa goes back home, and the gifts stop.

 

It's a realization that has …

Here Comes Reality.

It's just been 3 ½ weeks since the First Quarter of 2021 closed. And this is the week that we'll see the real numbers from that quarter start rolling …

The Biden Tax Proposal: Taking America Out Of The Competition. Part 2.

Tim Cooke, Mark Zuckerberg, Elon Musk, Jeff Bezos, Sundar Pichai, Satya Nadella. There names are as common as the nearest newspaper, or website. These are the leaders of the largest …

The Biden Tax Proposal: Taking America Out Of The Competition.

Last week, through much bally-hoo, President Joe Biden presented the details of his up-coming tax proposal. The newly elected President has been consistent in proposing a plan that will …

The Japanese Price Problem.

Last night, for the sixth month in a row, the Japanese reported that prices declined in their country. A sure sign that deflation is raising it's ugly head.

 

This is beginning to get serious.

It's Independence v. 3.0

Three times in American History, there has been a moment of Independence. A moment when some have arisen and declared that they want to be separate and independent from the prevailing …

Wall Street Nixes Netflix's Pics.

On Monday, you may recall, we discussed how unforgiving Wall Street would be for any company that did not live up to it's earnings expectations.

 

And …

The "Wacky" Chinese Economy.

As Americans, we naturally look upon the Chinese Economy, as not up to the standards of ours. We prefer our free market Capitalism, to the Chinese centrally planned communism. We point to …

It's An Earnings Layup.

If ever there was an earnings season that should be a layup, this is it. Over the next few weeks earnings will take center stage. As the market …

US And Chinese Industrial Production, Not Looking So Good.

So, last night China released some surprising Economic Numbers. Which may indicate that the economic gulf that's existed between China and The USA is …

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