– By Fred Dunlap – The past two weeks have been tumultuous for the fledgling Administration. The intense focus and momentum associated with the President’s economic agenda over the initial 100 days have been derailed (at least for the moment) by the overhang of scandalous innuendos. Some innuendos have been replaced by, for instance, the naming of […]
Observing a Case of Functioning Dysfunction
– By Fred Dunlap – Shake off the cobwebs! Cinco de Mayo is over. And I hope you had a good time. For those of you who chose to imbibe yesterday, you will find a way (amid the fuzziness) to function today. To get the compulsory parts of your lives in order. Yep. You will get […]
What I Meant to Say…
– By Fred Dunlap – It’s a Holiday weekend for most Americans. So Happy Holiday to those of you! But setting religious beliefs aside, it’s also a three-day weekend, allowing us to take a break from our busy lives and get some rest. Rest and recovery also comes at a perfect time for stock and bond […]
Who would have Thunk It? He was a Contrarian after all…
– By Fred Dunlap – Yesterday we learned that the new healthcare law would not pass. It didn’t get voted down. Instead it got pulled. And placed in a safe closet, perhaps for future examination and debate. Perhaps… We also learned that the Trump Team has a REAL strategy. Something far more cogent. And the Democrats […]
Bracing for a Pullback…and Jitters over Killing ObamaCare
– By Fred Dunlap – In our last Newsletter, we promised that great theater would be coming with the machinations around the implementation of Trump’s policies. Such drama has now arrived! Tonight, with no Democratic participation or support, the GOP is driving hellbent toward a vote on the Republican healthcare Repeal and Replace Bill. In the […]
Finding Clarity in a Befuddling Market
– By Fred Dunlap – The markets hover near all-time highs. They bump and grind a few points higher. Only to relinquish those gains in the days that follow. Sell-offs in the morning are met with recoveries near the closing bell. Moves filled with conviction seem absent, as investors tread water…hesitant to swim decisively in any […]
Living and Investing in the United States of Acrimony
– By Fred Dunlap – Has it only been four weeks? Just a month? Was it really a mere five Fridays ago when His Trump-ness made the ride/walk to the White House? Cheered on by an expectant crowd. How big a crowd? HUGE! But no matter how large the crowd, there were really two crowds, it […]
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