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Q4 2021: Keep your hands and feet inside the ride until it comes to a full and Complete STOP!!! OR???

A proactive approach Tick, tick, tick, tick … It’s an indistinguishable sound … tick, tick, tick, tick … chains melodically ratcheting … tick, tick, tick, tick … pressure builds as you sink into the back of your seat … tick, tick, tick, tick … butterflies fill your stomach as you move higher and higher and higher … tick, tick,…

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November 2021: Failing to Prepare is…Preparing to FAIL!

Cre·scen·do /krəˈSHenˌdō/ noun the loudest point reached in a gradually increasing sound. “the port engine’s sound rose to a crescendo“ MUSIC verb increase in loudness or intensity. “the reluctant cheers began to crescendo” “Those with a musical background should be familiar with the term crescendo. Fun fact: The classical piece, Bolero, written by French composer Maurice Ravel is the single…

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Q3 2021: Accelerating Growth + Persistent Inflation =??? + Continued Accountability…

A = kB or A = k/B In the world of Mathematics, the above equations represent a direct relationship (positive correlation) and inverse relationship (negative correlation), respectively (where k = a nonzero constant). A direct relationship is one where two variables do the same thing, while an inverse correlation is a relationship in which two variables move in opposite…

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September 2021: A Shoot-Out’s a Brewing…

Tombstone “You’re a daisy if you do” ~ Doc Holliday One of my favorite movies of all time is Tombstone. The story of Wyatt Earp and his brothers Marshall and Virgil as they attempt to settle down in Tombstone, AZ., leaving behind Wyatt’s “storied” history as the former Dodge City man of the law. However, after numerous encounters with…

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August 2021: It’s like Déjà vu, All over again…

Well, that didn’t take long “What to expect?! Think “bail out”” ~OSAM June 2021 The United States is neither a straight Democracy or Republic, for nearly 250 years, we’ve operated as a Democratic Republic or Representative Democracy whereas citizens vote for their politician or representative (Senators and Congressmen alike) who then, in turn, make laws on behalf of those whom…

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June 2021: Inflation, Deflation … Stagflation?

The Inflation Debate… “…when a successful trade becomes consensus, the clock is more than likely ticking… Year-over-year growth should explode higher over the next few month due to the base effects of last year, though we could very well be a mere quarter away from reaching the top of a market decline that will make most investors feel like…

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May 2021: It’s Baaaaack!!!

It’s Baaaaack!!! “If carry makes the world go ‘round, and reserves make carry possible…the day we run out of reserves would be the day when the world would stop spinning… No, this is not an overstatement.” Zoltan Pozsar Credit Suisse Global Money Notes #26; December 9th, 2019 This month’s note will be lean, but tight. Our focus today will be an often forgotten, yet tremendously…

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Q1 2021 : – The Only Honest Thing…

A Star was born… On March 30, 1970 at 12:10 am one of the greatest athletes in history was born. He was a stud, though as is typical with those who become special, it’s not often recognizable from the onset. “I didn’t think much of him when we first got him” “I thought he was just a big clown….

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