commentary from this week’s “Sectors and Styles Strategy Report”*: Sunday evening’s US Treasury and Fed actions may seem bold to some. I beg to differ. Here are a few thoughts for your consideration: A recent report from respected consultancy Bridgewater Associates upped the ante...
“She’s real fine my 409” 409 Beach Boys When the price of gas in the US hit $4.09 a gallon, the song that many consumers began singing was decidedly out of tune from the one the Beach Boys sang many decades ago. Back in the day, 409 had a different, simpler meaning. Summertime, hot...
How Do You Spell Stagflation? Memo from the Fed: Inflation? What Inflation? The Fed Will Cut and Cut Again Damn the Inflation Torpedoes! Full Speed Ahead! Apple, Sprint, AT&T, and Going to the Dark Side This week's topic was inspired by a discussion I had with George Friedman of Stratfor fame...