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2022June
Let’s Talk Dividend Stocks
Posted May 27, 2022
I like the value over growth story if you must be in stocks right now.
But I like high dividends on value stocks, best of all.
High-flying tech stocks are not the...
Macro Genius Invests Across the Crypto Arena
Posted May 26, 2022
Alan Howard made his name as a global macro hedge fund manager. After the rough decade hedge funds suffered, hes turned to the crypto ecosystem. BH Digital is Howards...
It Ain’t Over ‘Til The Plutocrat Goes Splat
Posted May 26, 2022
The markets have turned up, partly because the downturn needed a rest…
…and partly because yields have fallen.
The danger is the Fed stops their inflation work here, falsely thinking the threat...
An Old Man Desperate to Get Into Heaven
Posted May 25, 2022
Former US Secretary of State and all-around awful creature Henry Kissinger has called for Ukraine to cede territory to Russia to end the war. Kissinger reminded Europe that Russias...
Three Cheers for Stuart Kirk!
Posted May 24, 2022
Stuart Kirk, Global Head of Responsible Investing at HSBC Asset Management, calls out climate change nuts in a public speech. The bank approved Kirks speech two months in advance,...
“It’s NOT a Bear Market!”
Posted May 23, 2022
The SPX is down only 19%, so it’s still a bull market.
That’s arbitrary nonsense, as the market peaked in December.
The average stock on the NYSE is down 34%.
Happy Monday to...
Dubya’s Freudian Slip Speaks Volumes
Posted May 20, 2022
We were reminded of the bad old days when Dubya “misspoke.”
Dubya mentioned the “brutal and unjustified invasion of Iraq.”
He was speaking about a man he used to call “Pooty Poot.”
Happy...
“Excuse me, I Ordered a Sucker’s Rally…”
Posted May 19, 2022
The SPX got decapitated yesterday, down 3.96%.
WMT was down 7% and TGT a whopping 26.67%.
This time, tech wasn’t to blame. Or was it?
Good morning!
It’s Thursday morning.
That means equities have two...
Let’s Talk Turkey
Posted May 17, 2022
Turkey made noises about Sweden and Finland’s accession into NATO.
Although this made the elite cringe for a second, it’s probably just a negotiating ploy.
Even Putin has backed off concerning their...
All Hail the Great MAGA King!
Posted May 16, 2022
Joke Biden reveals his jealousy over his vanquished rival. Trump lives rent-free in whats left of the current presidents noggin. It looks like Trump will run in 2024, but...
The War on Terra
Posted May 13, 2022
If you think the Nasdaq is bad, try some crypto coins. Terra, and its sister currency, Luna, are worthless. If you put $10,000 in Luna two weeks ago, today...
Food Shortages in America and the World
Posted May 12, 2022
Droughts affect seeds, seeds affect planting, and planting affects yields. Nearly 87% of African income is spent on food. The Russia-Ukraine war and its sanctions make the situation much...
The Magic of the Moment
Posted May 11, 2022
Political and economic change is in the air, and I welcome it. My permabear pessimism is giving way to resigned optimism. The signs are there - will we follow...
If You Like Your Nasdaq, You Can Keep Your Nasdaq
Posted May 10, 2022
The Nasdaq Composite fell nearly 4% yesterday. The fall followed a dire previous week's performance. The Nazzie is now down 10% since Wednesday and 27% since Novembers high.Good morning...
Are We Already at War With Russia?
Posted May 09, 2022
Thomas Friedman cant believe what hes seeing. Those of us not in the MSM fog cant believe he cant believe it. Joke Biden is allegedly upset about the leaks...
The Pop and Drop Stock Market Continues
Posted May 06, 2022
On Wednesday, the Nasdaq was up about 3% on the Fed rate hike news. On Thursday, the Nasdaq fell 5% as the reality of hiking set in. This volatility...
“My Body, My Choice” Makes a Stunning Recovery
Posted May 05, 2022
SCOTUS will still, in all likelihood, overturn Roe v Wade.
There was never any constitutional basis for the decision.
Of course, the Left is in a masked tizzy over it.
Happy Thursday!
And what...
Energy to Inflation to Spending
Posted May 04, 2022
No matter what the NGOs say, we need energy - cheap and effective energy. When energy prices go too high, inflation results. When inflation kicks in, consumer spending is...
Monthly Asset Class Report: May 2022
Posted May 02, 2022
April smacked tech stocks and other large caps in the mouth. Bonds got crushed, as did real estate; metals were flat to down. Monero held up, but most other...