And So It Begins (Again)

And So It Begins (Again) Trump 2.0 begins on Monday and what that will bring to financial markets remains far from clear. What we have seen thus far is that the stock market is generally positive about what is to come, and the bond market is generally negative. The things that appear most obvious are […]
READ POST

A Different Take on Tech

A Different Take on Tech One of the many problems with Wall Street research is that more often than not, it is an exercise in group think, that is, it generally has the same opinion. It is rare that the other side of the coin is examined. There are many reasons for that, which we […]
READ POST

Data for Sale: Tips to Help Protect Your Private Information

Data for Sale: Tips to Help Protect Your Private Information On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and […]
READ POST

Taking Stock

Taking Stock As we embark on the last year of the first quarter of the 21st century, it seems appropriate to take stock of the situation. Looking backward, if you were long mega cap tech stocks, gold or Bitcoin, there was plenty to smile about in 2024, but otherwise, it was a less than stellar […]
READ POST

The Same Old Story

It’s The Same Old Story Everywhere I go, I get slandered, libeled I hear words I never heard in the Bible And I’m one step ahead of the shoe shine Two steps away from the county line Just trying to keep my customers satisfied, satisfied” – Paul Simon We have not quite reached the finish […]
READ POST

Jaws

Jaws Just When You Thought it was Safe to go in the Water… Last week we wrote about how inflation was starting to perk up again. This week, the Fed cut the Fed Funds rate another 0.25%, but at the press conference on Wednesday, Chair Powell noted that progress on inflation had stalled and “From […]
READ POST

Has the Inflation Demon Been Slayed?

Has the Inflation Demon Been Slayed? The Federal Reserve would sure like us to think so, but evidence is beginning to build that it might be harder to achieve and maintain 2% inflation than the Fed would like. The late, great economist, Milton Freidman, said many times that only government creates inflation (link) and the […]
READ POST