• First Word
Tue November 23, 2021

We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY SKIP FRIDAY STRATEGY: POWELL RE-NOMINATION STRENGTHENS THE CASE FOR STOCKS INTO YE AND INTO 2022 _COVID-19 HAS ESSENTIALLY DISAPPEARED FROM JAPAN, DESPITE VIRTUALLY NO RESTRICTIONS_ While all eyes have been on the...

COVID-19 has essentially disappeared in Japan, not due to vaccinations.  Powell re-nomination strengthens the case for stocks into YE and into 2022
  • US Policy
Fri August 23, 2019

Trump Bashes China, to Meet Abe at G-7 Meeting

The main driver of markets the entire past week was the long-anticipated remarks at Jackson Hole by Federal Reserve Board chairman Jerome Powell. As has happened before, Powell disappointed many investors who expected a more dovish stance. In the event, he repeated a commitment to maintain the US economy and...

  • US Policy
Fri April 19, 2019

Trade: After China Comes Japan

Lucky us. Congress remains out of session for its two-week spring break. Front and center is the long-awaited Mueller Report, a font of jokes for many a late night talk show. But it’s here and it says…it says…. Well it didn’t say much. Maybe the President did something. But we...