Share on StockTwitsEmbedThe world is awash in cash and time. It’s an interesting cocktail that has been brewing with the proliferation of money printing and smartphones. It makes sense to me that speculation would run rampant.My wife and I just made an offer on a home on Coronado. We were one of SIX. The counter came back at 10 percent […]
PAUL TUDOR JONES: Income inequality will end in revolution, taxes, or war by BusinessInsider.com : Thursday 06:14:19 CTCategories: markets, streamLegendary hedge fund manager Paul Tudor Jones II gave a dire warning about the growing gap between the rich and the poor in the US during a sold out TED Talk in Canada this week.“Now here’s a macro forecast that’s easy […]
Drivers of Consumer Demand
Are we headed for another 2000 or 2007 type correction? While we do not expect a selloff of that magnitude, we are concerned that the stock market has gotten ahead of the economic fundamentals. Last year, S&P 500 went up by over 30%, while the U.S. GDP only grew by 1.9% in real terms. We expect the […]
