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“If, then, I were asked for the most important advice I could give, that which I considered to be the most useful to the men of our century, I should simply say: in the name of God, stop a moment, cease your work, look around you.” – Leo Tolstoy, Essays, Letters and Miscellanies Every so often, we release our thoughts on macro.  Or … the economy. But...

“Men have a harder time being their best in times of peace” – A.o.M. And so the Federal Reserve announced yesterday that it was raising the interest rate by 25 BPS, or 0.25%. Great. So now what ? (Video Included. If you’re seeing this entry elsewhere and cannot play the video?  Click this link to go to the exact video entry …) How do we produce...

“Be where you are, stop over-thinking, and focus on what you are doing” – Roy T. Bennett As we perused the ol’ interwebs yesterday afternoon, we found the same question … over and over again … “Why is the Stock Market going higher?” I have a better question … Why ask why? (Video Included. If you’re seeing this...

Well. So much for those who wanted to “predict” a Recession in the United States in 2016. Earlier this morning, the latest in third quarter GDP numbers were released.  Per Bloomberg …  “Gross domestic product rose at a 3.2 percent annualized rate in the three months ended in September, the fastest in two years, compared with an initial estimate...

On anticipation of a reflation trade due to the remote possibility of Fiscal Stimulus, stocks cotinue to surge ahead. Oh, sure, the Indices waffled a bit today with the Spoos down 1/4 of 1%.  But the right stocks have been steamrolling higher. Union Pacific (UNP) is now up +27.66% year to date, and 3.22% in the last 30 days.  Wells Fargo (WFC)?  Up nearly 17% in...