Asia: Asian markets were mostly flat today with the exception of the KOSPI index (+1.1%) and the Hang Seng (23 bps decrease). The Chinese Shanghai stock market slipped 10 bps, even with good economic data regarding their trade numbers in January. The concern is still with the US-Chinese trade deal as negotiations continue. The […]

I wanted to write an obituary for a friend who I would go down to Capitol Hill to see — Walter Jones. He was a Republican but someone who would vote based upon what he believed was right and not simply because of party politics. Walter died and it was really a great loss. He […]

Asia: The Asian markets had another good day today with the Nikkei increasing 1.34%. This puts the 12-month rolling value at minus 5 bps. Compare this to the Shanghai index, which was down 14.94%! Regardless, all Asian indices find themselves in positive territory for the last 30 days with the Hang Seng climbing 8.36%. Today, […]

  Asia: A stellar day all-around in Asia, but the Japanese markets enjoyed the majority of the region’s gains. The Nikkei 225 shot up 2.61% today – playing catch up as the market was closed yesterday. Three markets produced double digit growth today: Taiyo Yuden, Haseko, and Tokai Carbon. One of the more recognizable names, […]

  Asia: Foundation Day is a day designed to mark the celebration of the founding of a nation. In the case of Japan, this is for the mythological foundation of Japan and the accession of its first Emperor Jimmu. For this occasion, the markets were closed in Japan. Therefore, we would like to extend our […]

  Alexandria Ocasio-Cortez push for higher taxes to fund her Green New-Deal is just the tip of the iceberg. If the people who elected her really understood what she is calling for, just maybe they would come to their senses and throw her out in 2020. Her New Deal calls for the end of milk […]

You can feel it in the air. We are heading into the collapse of government and a violent civil war because hatred is rising dramatically. The government is no longer capable of even functioning. The State of the Union was just an example. It did not matter what Trump said. The Democrats will not break […]

  Asia: The topic for 2019 has certainly been the US-China trade negotiations. Today indicated the matter is far from solved. Negotiations are still ongoing with 21 days until the deadline. Also, like Germany, Trump wishes to ban all Chinese Telecommunications within the US as geopolitics are certainly heating up. China will reopen on Monday. […]

The Yellow Vest anti-government movement (#YellowVests, #GiletsJaunes) began in France on November 17, 2018, when over 300,000 people across France protested a carbon tax on fuel. President Emmanuel Macron claimed the French were leading the world in the battle against climate change. The Yellow Vest protests evolved rapidly into an all-out general anti-government movement that was […]

  Asia: As the majority of the major markets are closed, the Nikkei yet again took central focus. The Nikkei moved up 60 bps as we saw capital flows move into Japan. The USD/JPY also weakened by 20 bps to 109.73. The Kospi reopened with negligible effect rising 7 bps. The Indian Sensex performed reasonably well […]