Category Archives: Politics

Headline of the Day: Bookies Swallow the Doughnut Again

Bookies declare the U.K. election is all over but the shouting Bookies now give Theresa May, Tories an 85% chance to win an outright majority.   –  Market Watch, June 8, 2017  

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God Bless Our British Brothers and Sisters

We are with you during these dark days.   Only time can heal and then never fully.   I know, my family experienced a similar tragic hate crime several years ago.  Try not to let the bitterness, which is only natural,  … Continue reading

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How Presidential Scandal Endangers Global Stability

In our latest post, Beware Shorting Impeachments,  we noted: Bad things tend to happen in the world when the U.S. administration is distracted and looks weakened by political scandal.  And, believe us, there is a legion of bad things out there … Continue reading

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Beware Shorting Impeachments

We’ve analyzed the behavior of the S&P500 during the Watergate impeachment hearings and the Clinton impeachment.  If you’re shorting risk markets solely based on speculation that President Trump may be impeached, maybe you should think again. Let’s first look at … Continue reading

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COTD: U.S. Population By County Size

Wow!  More than half of the U.S. population lives in only 144 counties or just about 4.5 percent of the total number of counties throughout the United States. Keep that context when you see one of these political maps.

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Now We Worry

The way, the why, the timing of the firing of FBI Director,  James Comey, baffles us.   No partisanship here,  however. But now we worry.   We wrote in February, When we held positions overnight on Wall Street, we used to … Continue reading

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Will France Launch The Molotov Cocktail?

The Oat-Bund 10-year spread came in almost 10 bps last week.  The Euro rallied a little over 1 percent. A disillusioned and highly undecided French electorate head to the polls tomorrow to choose the two candidates (unless one wins an … Continue reading

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The Great Recession, Debt Growth, and Economic Policy

Look no further than the latest Flow of Funds data from the Federal Reserve Board to get a snapshot of what’s happened in the U.S. economy during the new millennium. Because “credit is the mother’s milk of the economy” let’s … Continue reading

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A Country Off Sides Politically

Is it just us or do you feel the same political angst that seems to be pervasive throughout the country that we do?   Things not only feel surreal but there seems to be a prevailing sense of eeriness haunting our … Continue reading

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French Oat-German Bund 10-year Spread

The Oat-Bund spread came in 8 bps last week probably on the back of a new poll showing the centrist. Emmanuel Macron, gaining ground. Macron is opening it up in second round polling, 30 points ahead of Le Pen,  but … Continue reading

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