NOTES

Good Morning:

I hope this note finds you doing well and enjoying the Summer.  

We have done our best to communicate how markets are completely focused on Federal Reserve liquidity (low interest rates-sugar) vs. underlying economic growth and profi...

Please reload

Featured Posts

In Leiu of Yield, Risk.

July 8, 2020

1/4
Please reload

Recent Posts

June 4, 2020

February 11, 2020

January 30, 2020

Please reload

Archive