– By Fred Dunlap – “Death to the Active Asset Manager! Long live the Passive Management Strategy!” We heard these cries throughout 2016 and 2017 as equity markets gradually, methodically (insipidly?) increased in value. No matter the geopolitical crisis of the day, equity markets seemed to disregard all of it, climbing ambivalently to higher prices. The […]
Right on Time…
– By Fred Dunlap – “Ah, I love it when a plan comes together!” (quote: The A-Team) The Foggy Train is running right on time. Tonight we learned that His Trumpness is targeting another $200 billion in Chinese exports. For what? To affix a larger than a breadbasket tariff. This directive would enact a 10% tariff on […]
“Renting” our Returns
– By Fred Dunlap – The first half of the 2018 year is now in the bag, a period of time which will be remembered for its surprises. Who knew that the Eagles would win the Super Bowl? Who would have believed that a US President would meet with a North Korean leader, particularly after calling […]
CM testing
– By Fred Dunlap – Italy has world financial markets roiling today. Italy? How could such a beautiful country with great citizens cause this much stir with bond and equity valuations around the world? After all, this is the land of wine, good friends, beautiful scenery and great history. Given all of these Italian attributes, […]
Playing with a Stronger Hand…and Answering Some Good Questions
– By Fred Dunlap – The Dow dropped another 300 points today, after having logged losses in each of the previous five trading sessions. The Dow is now trading slightly below its value at the close of 2017, driven back to these levels by rampant fears of trade wars. Wars with whom? Hell, anybody… His Trumpness […]
A Nice Time for a Trip to Italy
– By Fred Dunlap – Italy has world financial markets roiling today. Italy? How could such a beautiful country with great citizens cause this much stir with bond and equity valuations around the world? After all, this is the land of wine, good friends, beautiful scenery and great history. Given all of these Italian attributes, why […]
When the Rhetoric gets Quieter…Goodbye Nervous Norman!
– By Fred Dunlap – NEWSFLASH: Teeth are chattering a little bit less… Hair isn’t falling out so fast and finger nails are again growing, having been given a brief reprieve from the onslaught of gnawing teeth. Ass cheeks are less tight too, albeit that this development has sent sales of Vaseline Intensive Care plummeting… Why […]
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