Broker Check

Blog

Friday, May 19, 2023

Possible $1 Trillion Dollar Shock Ahead.Currently, our analysis indicates that liquidity levels in the system are elevated due to the U.S. Treasury's reduced borrowing caused by the debt ceiling situation. This increased liquidity is...

Thursday, May 18, 2023

MARKET UPDATE: Too soon to declare victory.As I have said many times before on this page GAPS GET FILLED. Let me explain. First, let's talk about who is moving this market. Retail investors and Institutions. Even though their roles are...

Thursday, May 4, 2023

CONQUERING MARKET VOLATILITY -- A CALCULATED RISKMarket volatility is an inevitable part of investing, and it's something that even the most experienced investors struggle to navigate. However, some famous quotes from industry leaders...

Wednesday, May 3, 2023

FED DAY! Pivot or PanicAll eyes are on the Fed today as officials ready their decision on what could be the final rate hike of the cycle. As of last night, traders assigned a 82% probability to a 25 basis-point increase, while they see...

Tuesday, May 2, 2023

FIRST REPUBLIC BANK - Another Bail-OutOver the weekend the second-largest bank went bottom up and was seized by the FDIC. This is following the closure of the 3rd and 4th largest banks just a month or so ago (Silicon Valley Bank and...

Show All

Friday, April 28, 2023

Longer Term Technical PerspectiveSince megacap tech stocks are the ones driving this market, for a longer term technical perspective, we need to look at a chart of QQQ.To give a longer term perspective, the chart is a monthly chart...

Friday, April 21, 2023

While the nature of tax planning is obvious, there seems to be some confusion over the difference between tax evasion and tax avoidance. As such, you should be fully aware of the tax practices being used. In this article...

Friday, April 21, 2023

Looks Like We Could Have Already Had That Recession - But Not Many People NoticedSome call it "The Great Disconnect."On one hand, stocks have rallied strongly this year – especially in areas like tech.On the other hand, the...

Friday, April 14, 2023

INFLATION AT PRODUCER LEVEL COOLSInflation at the producer level significantly cooled.  Here are the details:Headline PPI month-over-month came at -0.5% vs. 0.1% consensus.Core PPI month-over-month came at -0.1% vs. 0.2% consensus...

Thursday, March 16, 2023

Tuesday, November 15, 2022

For the world economy, 2022 has been a terrible year. The combined hits from Russia’s invasion of Ukraine, China’s Covid-19 lockdowns and property correction, and amped-up Federal Reserve tightening will take global growth...

Thursday, October 13, 2022

The market is in a very defined downtrend, and we are holding high levels of cash and hedge. This morning’s CPI (Consumer Price Index) number was a disaster. Wall Street’s hopes that the Federal Reserve might be able to...

Wednesday, October 12, 2022

Reddit "gurus" have been wrong every step of the way, yet their followers continue to invest based on these "gurus’" calls. Yesterday was no different.Talking bobbleheads were confidently predicting that PPI would be better than...

Tuesday, October 11, 2022

Technical analysis can be one of the best tools out there to know the difference between normal waves, choppy waters, and a storm nearby.In presentations, we discuss charts like this to emphasize the emotions that come with market...

Monday, October 10, 2022

If you have followed along and avoided the massive drop so far this year, congrats! But your work isn’t done yet.The hardest part of navigating a Recession is understanding when to get back in. To this point, we have priced in...

Tuesday, March 5, 2019

In the third quarter of 2017, more than 2,500 small businesses were sold. The median sale price was $225,000, up from $200,000 the year before.¹ As a business owner, ascertaining the value of your business is important for a...