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Welcome To Summer Swoon 2016 Has anyone seen a country lying around here? I jest – sort of. While my intent is not to make light of Brexit’s results, I…

There is concern this could lead to a global recession similar to what we saw in 2008.

More wasted ink, wasted energy and wasted time. Brexit will soon be in the trash bin of threats that have come across the pathway, always taking too many off course….

On the eve of “the vote”, I thought we should possibly step back and recognize again what is not happening. Though we have repeatedly been witness to multiple reasons to…

The big houses on the Street are all chiming in with thoughts on the latest chamber of doom: the upcoming “summer of discontent”. Seems there is a growing “perception” that…

Back in late January as oil was bottoming, your morning notes suggested that with all the experts now espousing the mortal risk of deflationary clutches, we should be on the…

Often over the last 30+ years of doing this, I have found some of my errors came from not standing tall enough to see over all the weeds. Sentiment is…

Quick Stats and Data Snapshots NAHB housing data came in just shy of experts assessments but the Atlanta reading on Q2 GDP has once again bounced a bit higher, continuing…

Starting this week, your Friday note will include links to the previous morning missives for the week in case any charts or elements are missed – or if you would…

The Consumer and Savings Before 2008-2009 so rudely interrupted the market’s pathway last decade, I recall how the media hated the idea that we simply did not save enough. They…