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…
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….
Rigidity of BELIEFS… In the 1950’s a West German pharmaceutical company by the name of Chemie Grünenthal GmbH developed what had appeared to be a miracle drug. Early animal studies suggested this drug to be so benign, researchers believed it was nearly impossible to administer a lethal dose (based on what is known as the LD50 test; also known as…
THE EPOCH OF INCREDULITY Epoch: a period of time in history or a person’s life, typically one marked by notable events or particular characteristics. Incredulity: the state of being unwilling or unable to believe something. Epoch of Incredulity: A period of time in one’s life, marked by a notable event where it became nearly impossible to believe your own…
When’s the Monthly? I’m a fan… Recently I received the above question asking when the December monthly would be released. Our intent was to hold our thoughts for a few weeks, but given the question, after further consideration we felt it important to briefly explain why… No, we haven’t taken any time off. Last month we attempted the impossible;…
MAYDAY! MAYDAY! MAYDAY! In the early 1920’s, a senior radio officer at London’s Croydon Airport, Frederick Stanley Mockford, was asked by his superiors to think of a word, easily understood by all pilots and those on the ground, which conveyed distress during an emergency. With much of the air travel in and out of London’s Croydon at the time…
Slightly out of the ordinary… I write these notes for numerous reasons; first and foremost, to disseminate information; educating and coaching clients is my top priority. Admittedly, there is a marketing slant; reading, research and corresponding with clients takes up quite a bit of our time, so if our work stands out and resonates with readers and we can…
