Burnt DollarThe animal spirits are whispering... They are calling into question the stability of the US in light of the significant geopolitical uncertainties introduced by the new US administration and how that plays into increasingly unprecedented global macroeconomic forces coming into play as the EU and US achieve their long sought after inflation in a world of negative interest rates and central bank sponsored asset purchases to distort the markets.

These spirits are whispering... Is it time to short the United Stages of America?


 Trump's fiscal stimulus proclamations in addition to his border tax rhetoric puts a definitive boost behind the USD. 


Monday, 30 January 2017 10:05

Is the Trump Rally Over? If So, Who Gets Got?

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Since Trump's election, US equity markets have been on a tear. The stated reason was belief that his America jobs first, tax cuts and lowered regulation would stimulate business.1231

I've instructed my analysts to delve into companies whose fundamentals may not be able to follow up on that promise...

Friday, 27 January 2017 12:06

The Slow Death of the Deadbeat Carriers, pt 4

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Over the last 5 years, I have warned that T-Mobile would start turning up the heat in the US dead beat carrier business (see links below). I call them dead beat carriers because they relied on a virtual duopoly of cash cow cash flows and failed toi innovate. They actually allowed Silicon Value to capitalize on thier apathy, and now they are rlelgated to bg dumb utlitiy pipes in lieu of the lifeblood... the synapses of communication and commerce between all people an businesses.