January 17th, 2019 >>Morgan Stanley Suffers Worst Bond-Trading Slump on Street >>After a Strong 2018 for Retail Sales, Caution Flags Pop Up >>South Florida Mansion Sales Surge as Tax Exiles Seek Savings >>The ‘eye of the storm’: SocGen says it can’t warn about stock-market problem enough >>As Americans Drink Less Alcohol, Booze Makers Look Beyond the Barrel
January 16th, 2019 >>Apple Rattled Markets With Warning About China. Who’s Next? >>Larry Fink Likens Hedge Fund Selloff Last Quarter to ‘Mini-2008’ >>Fed’s Dovish Shift Buoys Markets in 2019’s First Weeks >>How to Make Money Trading: Hack Into SEC, Peek at 157 Secret Earnings Reports >>Visions of a 70% Tax Rate
January 15th, 2019 >>There Were Warnings on the Banks. Nobody Listened: Taking Stock >>Opinion: 6 reasons why stocks are still overvalued — even after this recent correction >>PG&E Was a Hedge-Fund Darling. That Bet Flopped. >>Apple Rattled Markets With Warning About China. Who’s Next? >>L.A. Schools Have a Math Problem
January 9th, 2019 >>Falling Mortgage Rates Raise Hopes for Battered Housing Market >>Housing Bear Who Called 2018 Slowdown Says Worst Yet to Come >>Silicon Valley Puts The Fed On A Faster Path Toward Obsolescence >>The Pelosi Pay Raise >>The Rivalry That Shouldn’t Be: How Clemson Competes With Alabama
December 28, 2018 Client Letter
The New York Times ran a piece in December titled “Investors Have Nowhere to Hide as Stocks, Bonds, and Commodities All Tumble.” The article highlighted the difficulty investors faced in 2018. Most major asset classes fell last year or edged out minimal gains in the final few days of the year.
January 3rd, 2019 >>China Is Getting Bubbles, Not Growth, for New Year’s >>Opinion: Apple lives up to Wall Street’s fears with massive revenue shortfall >>Manhattan Home Prices Fall Under $1 Million for the First Time Since 2015 >>More people moved out of this state than any other in America >>My Predictions Are 2 for 3—Thanks, Oscar
December 21st, 2018 >>Gold settles at a nearly 6-month high as risky assets get rocked >>Opinion: This is the message the yield curve is sending about the economy >>Treasury Secretary Says Market Has Overreacted to Federal Reserve >>Trump’s Tax Cuts: One Year Later, There’s Much To Celebrate >>How to break up with Facebook