So the debt ceiling crisis has been averted. Now it’s time to look ahead at both where we are in the market and where we are in the economy. First, let’s look at what finally …
Continue readingJay Pelosky, an old friend and Principal at J2Z Advisory, LLC, an investment strategy consultancy and former head of Morgan Stanley global asset allocation research, is my crutch when it comes to all things macro …
Continue readingThis morning I identified the DAX’s performance into the close as a good “tell” for our markets…..well, not only did the German Index give back all of the gains made on the open but closed …
Continue readingLooks like our elected officials did the unthinkable, and did their jobs. Many of us on “Wall Street,” even those less fancy ones like me, not represented by the “Mooch” (below), have been sitting around …
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