Markets-Economics

The Entry Points There are many elections coming up this year of significance. The one with the most potential for disruption is in France. The disruptor, Marine Le Pen (Le Trump, so to speak) is […]

The Entry Points The prices in the US rose in January the most in four years. We’ve got some problems to deal with. Now the $ is at multi-week highs. So now the people who […]

MSN Warren Buffett’s Berkshire Hathaway just sold off $900 million of Walmart stock, choosing to invest billions in airline stocks instead. The sale, which leaves Buffett with nearly no shares in Walmart, comes as America’s largest […]

Economics One During the past two days, economists from around the world gathered at the Hoover Institution to focus on the crucial problem of how to restore prosperity. They took stock of lessons from past […]

The Entry Points   Stan Druckenmiller caused a big hullabaloo right after the election when he said that he sold his entire gold position. My post about it the next day talked about the “news”: “First […]

The National Review Trump by intent has ignited the Left. But diverse criteria will determine to what degree it can do him damage: 1) Will his reforms kick-start the economy? If Trump reaches even 3 […]

The Entry Points There is an interview with Victor Sperandeo, where he says the Euro is going to die,  “people will stop buying US stocks” (not sure what that means), and he is super bullish […]

Boston Globe By Niall Ferguson   JANUARY 23, 2017 President Donald J. Trump’s favorite Twitter hashtag is #MAGA, which of course stands for Make America Great Again. For many of Trump’s supporters, this is another […]

Hoover Institution interview with John H. Cochrane via Uncommon Knowledge Tuesday, January 24, 2017 Recorded on September 8, 2016, The American economy’s biggest problem is growth.  To achieve growth, Hoover Institution fellow John Cochrane argues, […]

The Entry Points Donald Trump hit the ground running after his Inauguration on Friday, when two hours into his Administration he suspended a plan by Barack Obama to slash premium rates on some federally backed mortgages. The plan […]