Dasymutilla Occidentalis One of the greatest accomplishments of my life is being a father. At times it feels as if it’s a constant, never-ending, thankless job. The amount of work that goes into raising children is a massive, total, unremitting commitment. But the rewards are simply priceless. Every now and then, a free moment affords me the opportunity to…
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,…
“Life can be so much broader once you discover one simple fact – and that is everything around you that you call “Life” was made up by people that were no smarter than you. Once you learn that – you’ll never be the same again” ~ Steve Jobs (The Lost Interview, NETFLIX) It’s happening, again… Federal Reserve officials along…
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…
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…
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…
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…
“For a moment, think stepping on the gas of a Porsche, launching it from 0 to 100 mph to then lighten up on the gas pedal gently settling your speed at a comfortable 90 mph. Quite different than a deflationary event which would be akin to slamming on your breaks abruptly decelerating from 100 to 20 mph.” OSAM May 2020…
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…
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…
