We discuss the fact that Euro Area Inflation is spiking, as is inflation around the globe, as the consequences of artificially low interest rates start coming to the forefront in this video. We believe given that the ECB`s only chartered mandate is keeping a lid on inflation; forget tapering the ECB needs to start raising interest rates.
We discuss the elephant in the room for Donald Trump, Apple is the most profitable company in the world, has 250 Billion Dollars in Tax Shelters, and if anybody can afford to bring manufacturing facilities back to the United States it is Apple.
Just look at all the government and private debt accumulated on balance sheets around the globe for the last decade, and tell me with a straight face a) this is sustainable, and b) doesn`t have severe consequences.
OPEC Jawboning, Equities up in high liquidity environment, Import Taxes, Trump Optimism, and Geo-political tensions with Iran all propping up Oil, keeping it higher than the fundamentals of the market currently justify.
There are a lot of "Dogshit" companies that have benefited or were moved up into this rally that don`t belong at these levels, and investors don`t want to hold these stocks at these price levels in their portfolios.
We discuss a common setup used throughout the years to make money in Financial Markets revolving around the FOMC Day in this Trading Video. Thanks (AAPL) for the nice lead-in for this tried and true opening trade setup in markets.
If Elections were held tomorrow, The Democrats would win the Presidential election and the Senate for sure, and maybe even the House of Representatives; it is going to be brutal for Republicans come Midterm Elections.
We discuss the entire complex from wheat, corn and soybeans to meats, lean hogs and milk, to orange juice, sugar, coffee and lumber in this market analysis video.
We discuss what has and hasn`t worked so far this year from a trading and investing standpoint in Financial Markets, in short how to be like water, and what was the best way to have adapted to this current low volatility, high liquidity market environment.
We discuss the Politics & Economics of the Trump Wall in this video. If we build the Mexico Wall, is Canada going to reimburse us for the Canadian Border Wall as well?
The Central Bank Strategy seems to be to just dance until the music stops, and Come What May when the shit hits the fan. Well in my book, that isn`t going to cut it after the financial crisis of 2008...
We discuss the day`s trading action in how the oil market is being carry traded up by some entity today, and illustrate the negative effects for gold, copper and the bond markets.
We basically have gone from 8 Trillion to 20 Trillion in Government Debt since 2008, and it is the rate of change of this debt spending that is the real elephant in the room.
