Category Archives: Uncategorized

Global Risk Monitor – September 8

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Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 17 Comments

Analysis Of Presidential Job Approval Ratings

We’ve analyzed the Presidential Job Approval Ratings from Gallup since Truman to Trump.  It compliments our August 27 post,  Presidential Job Approval: Truman to Trump. Political Junkies And Financial Types Since the dollar index is highly correlated to President Trump’s … Continue reading

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QOTD: Can NK be just another country?

…North Korea is not a Marxist-Leninist or a Stalinist state but an ethnonational-socialist country patterned more after Imperial Japan than [the] Soviet Union – The Korea Times, September 1

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Deflation Or Change In Relative Prices?

Interesting chart via statista measuring the cost of one hour of light through ages. We find it relevant today as there is much confusion over the concept of deflation and inflation.  It appears many can’t distinguish between the difference between … Continue reading

Posted in Crude Oil, Energy, Uncategorized | Tagged , , , , | 7 Comments

Sector ETF Performance – September 1

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The Most Dangerous Of Presidential Tweets

There have been many presidential tweets that have caused us alarm,  but this is the one that concers us most. Not going to happen.  Is there any faster and clearer path to a Category 5 Global Depression, complete market meltdown, … Continue reading

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August U.S. Sector ETF Performance

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Cohn Dropping In Prediction Markets As New Fed Chair

If tax reform looks stalled, and we should find out in the next few weeks, is there any reason for Gary Cohn to stick around if he concludes he won’t be appointed Fed Chair?  We wonder. Odds he will replace … Continue reading

Posted in Monetary Policy, Politics, Uncategorized | Tagged , | 12 Comments

General Kelly Is Pissed Off

We cited a Washington Post piece in our post yesterday morning citing the growing friction between the President and his Chief of Staff,  General John Kelly,  now dubbed the Church Lady by the White House staff.   The President was quick … Continue reading

Posted in Politics, President Trump, Uncategorized | Tagged , , | 2 Comments