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08/06/2020

From Graceland to Homeless: Looming Evictions Require Swift Action

There are a few records that transport me back to a particular time and place, no matter when or where I listen to them. That’s not exactly uncommon – the link between music and memory is well documented – but it’s always deeply personal. In fact, it’s so personal and […]
08/05/2020

Market Update: Wednesday, August 5, 2020

Market Action U.S. markets showed strength for the 4th-straight session on signs of a stimulus deal being reached by Friday. President Trump has indicated he will go it alone on the payroll tax cut if he has to and is not included in the deal. Reports that the U.S. and […]
08/04/2020

Rock You Like a Hurricane… errr, Tropical Storm

Under normal circumstances, this is the space where I typically write a brief, sweeping narrative about a topic near and dear to my heart. But Hurricane Isaias – excuse me, Tropical Storm Isaias – is currently dumping gallon after gallon of water on my house. Winds aren’t expected to be […]
07/31/2020

The Dethroning of the US Dollar

There used to be 3 things you could be certain of: Death, taxes and the US Dollar as the world’s reserve currency. But is the US Dollar’s recent weakness the beginning of the end? Many “YouTube experts”, investors that can fog a mirror and self-proclaimed gurus have jumped on this […]
07/30/2020

Stew On This: Data Shows Economic Trends Take a Long Time to Cook

As I was wandering around on the “interwebs” the other night, I happened to run across an ad for a new short-form streaming service Quibi. In it, a staggering number of celebrities wearing hastily made costumes on haphazardly fashioned “sets” were re-enacting one of my all-time favorite movies, The Princess […]
07/28/2020

Inflation Translation: Precious Metals are Trying to Tell Us Something

When I was studying guitar in high school, my focus largely centered on classical music. Primarily, that meant learning tons of excerpts from Bach’s Lute Suites, or pieces by guitar-specific composers like Mauro Giuliani, Isaac Albeniz, and Agustin Barrios. I genuinely loved both the material and my teacher – an […]
07/27/2020
Your vote will affect your investments

Copper: Bold, Hold, Fold or Who Cares it’s Not Gold?

The price of Copper has been on a tear. There’s an expectation in the markets that the big copper mines in Chile and Peru will be shutting down due to the virus. Combine that with the market’s belief that the government of China will stimulate their economy and thus buy […]
07/24/2020

Copper: Bold, Hold, Fold or Who Cares it’s Not Gold?

The price of Copper has been on a tear. There’s an expectation in the markets that the big copper mines in Chile and Peru will be shutting down due to the virus. Combine that with the market’s belief that the government of China will stimulate their economy and thus buy […]
07/23/2020

Lies, Damn Lies, and Statistics: China Can’t Hide Trade Weakness

Back in my musician days, our tour schedule tended to be weighted toward the college semester, as those were our strongest markets. And as a result, we usually had a lot of time off in the summer to spend with family and friends. For me, that meant I’d watch a […]
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