From: June 2016

The Flight to US Treasuries and Trump

Not sure why Donald Trump has not called this election ‘The flight to Trump’.  I thought he was a good marketer.  He should be out pounding the table that this flight to Treasuries will get harder once the yuuuge walls gets built. Right now there is a massive flight to US Treasuries that #BREXIT put into …

The Brexit Aftermath …

Some context for the market moves we saw last night while the stock markets were closed and the currency markets were open: This British Pound move is bigger than the Soros crash trade.  And for S&P: The volatility index spiked 60 percent….overnight.  So many people are really caught off guard.  These three charts plucked from …

People Suck….And Do The Right Thing

Yesterday we had a touch of drama in the household. My daughter Rachel backed into a car while parking near school. It was really early in the morning and Rachel had to get on a school bus for a day trip to Disneyland for graduation. There was no damage to her car so she took …