– By Fred Dunlap – Nope. I’m not talking about that hour-long game show. You know, the one that targets an audience with an intellectual wingspan of an orangutan? I’m also not referring to a judge’s recent decision, forcing the release of Trump’s tax records. Or the vast number of subpoenas that have been issued […]
The Tail is Wagging the Donkey
– By Fred Dunlap – My right thumb is really sore. It hurts a lot. Perhaps I should seek physical therapy? But what kind of exercises would be helpful for a sore thumb? What is the cause of this malady, you may wonder? From overuse? Yes. You see, it’s been hard lately…toggling my TV clicker […]
Exposing the Tariff Myth
– By Fred Dunlap – Ah, it’s Labor Day weekend! Yes, that customary weekend which defines (for most of us) the end of summer, the beginning of school and the start of a gradual march toward cooler weather. But that march can wait. This weekend is about picnics, yard games, flip flops and just kicking […]
Double Bogeys and Dips
– By Fred Dunlap – Today the Dow dropped 800 points. The S&P 500 and the Nasdaq fell similarly, with all three indexes losing 3% since the 9:30 morning open. The S&P now sits at 2840, down 6.2% from it’s intra-day high of 3029 on July 26th. The six-hour flush today was propagated by the […]
So Far, So Good…
– By Fred Dunlap – We are now two weeks into the second quarter Earnings Season with roughly 25% of the S&P 500 companies having reported. While still early, the initial results can best be described as “So Far, So Good.” For the reports already announced, 78% have beaten their Earnings Per Share estimates and […]
Summer Snapshot
– By Fred Dunlap – Summer is upon us and it’s a busy time for everyone–whether at work or at play. With that said, this Newsletter will be brief but also necessary. It’s been a good summer so far for me, with my golf scores going lower and my stock prices…going HIGHER. Consistent with our […]
I love it when a Plan comes together!
– By Fred Dunlap – A quick, short commentary here, Friends, as you go into the weekend…(an update from last night’s newsletter on the Trump/Xi meeting) Well, that didn’t take too long. Two hours after the initial handshake tonight, the news wires report that “Donald Trump and Xi Jinping have agreed to restart trade talks, […]
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