Q3 Was A Humdinger

Q3 Was A Humdinger

Well, Q3 Was A Humdinger. It began with the first International Monetary Fund (IMF) default by a developed country (Greece) and finished with Hurricane Joaquin possibly headed toward the east coast. In between, China’s stock market tumbled, the Federal Reserve tried...

Greece – A Disaster, Not a Threat

Greece is an unmitigated Disaster, but not a threat. It is a wonder that Greece was ever allowed to join the European Union. However, now that they are in, The EU cannot let them out and MUST make them suffer to set a precedent for others. Thankfully, Greece has been...

2015 Half-Time Report

Jonathan discusses some of the more pressing topics of current market and economic activity in his annual Halftime Report. Fundamentals have not changed (much) since this presentation was given live to clients in late July 2015.  This being said, the volatility that...
Sigh of Relief Raises Markets

Sigh of Relief Raises Markets

Investors around the world breathed a sigh of relief last week. It wafted many markets higher. The NASDAQ jumped by more than 4 percent. The Standard & Poor’s 500 Index gained 2.4 percent. France’s national benchmark index rose 4.5 percent, Germany’s was up 3.2...
Chinese Margin Optimism Led to Over-Optimism and Margin Calls

Chinese Margin Optimism Led to Over-Optimism and Margin Calls

It’s a cautionary tale… Many Chinese investors were so optimistic about the prospects for Chinese stock markets they bought on margin, meaning they borrowed money to buy stocks. Borrowing to invest has been so popular that the amount of margin loans doubled in just...
European Union Quarantine’s Depression In Greece

European Union Quarantine’s Depression In Greece

THE EUROPEAN CENTRAL BANK IS NO U.S. FEDERAL RESERVE OR PEOPLE’S BANK OF CHINA OR BANK OF ENGLAND. Recent matters in Greece have highlighted some of the problems with the European Union. One of the most important is the EU does not have a single government...
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