– By Fred Dunlap – Thanks to a good friend, my wife and I were invited to attend an intimate gathering on Thursday with Warren Buffett and Bill Gates. I don’t have a Bucket List, and I haven’t ever thought to create one. But if I had, meeting with these two people would have been undoubtedly […]
Get Ready to RUMBLE!!!
– By Fred Dunlap – The Gladiators are ready. Or as ready as they can be. America and the rest of the world await the brawl of the decade, a match that has filled everyone with anticipation. At 9pm Eastern tonight, Hillary Clinton and Donald Trump will square off in the first Presidential Debate. These two […]
Goodbye Tepid…Hello Volatility!
– By Fred Dunlap – After whispering for 43 trading days, the financial markets have again begun to roar. Gone are the sanguine days of summer. And in their place, instability has returned. With it, price volatility is abounding, indicative of nervous investors across the planet. Two Fridays ago, while blissfully sleeping under some Italian grape […]
What Mylan and Ryan Lochte have in Common
– By Fred Dunlap – In Common? Has Freddie Deeeee lost his mind? Mylan is a company in the Pharmaceutical industry, and Ryan Lochte is an Olympic swimmer. What the heck could they have in common? Is it that Mylan has decided to venture into the swimming industry? No. Is it that Ryan Lochte has been […]
When Quantitative Easing doesn’t cut it anymore
– By Fred Dunlap – So much for robust US growth in the second quarter. Q216 GDP had been projected to grow at an annual rate of 2.6%, but when all the eggs were counted, it came in at 1.2%, consistent with the sluggish performance (1.1%) in the first quarter. In our last newsletter, we discussed […]
Apathy, Ambiguity and a Dearth of Leadership
– By Fred Dunlap – A dozen days have passed since my last missive. Twelve short days–a mere blink in our time on this planet. And yet in these twelve days we have seen horrific events, both domestically and abroad. We were shocked to see our police fall in Dallas, Texas, an event caused by racial hatred. […]
Yo Buddy! Can you spare me a little bit of Yield?
– By Fred Dunlap – Bond Yields are cratering in this post-Brexit world. The definition of a “little yield” has become more diminutive by the hour, with investors rationalizing that a negative interest rate ain’t all bad, because at least they know how much money they will be losing… That’s not exactly the bullish spirit that […]
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