Federal Reserve Policy

Fed Watch is on. No rate cut this week — for sure — and traders are not betting on one in March either…

Bulletin /

Fed Watch is on. No rate cut this week — for sure — and traders are not betting on one in March either, but Powell will probably keep the door open so that stocks and bonds do not face a drawdown.
• That means the first possibility of a cut will not present itself until May 1st.
• The Employment report comes out Friday, and earnings reports from some of the most important companies will filter in all week.
• Considering where we are with respect to valuations, the slightest negative surprise in any of the data could have outsized effects on markets.

Fed Watch is on. No rate cut this week — for sure — and traders are not betting on one in March either… Read More »

“The Western world is in danger; it is in danger because those who are supposed to defend the values of the West are co-opted…”

Newsletter /

The Western world is in danger, and it is in danger because those who are supposed to defend the values of the West are co-opted by a vision of the world that inexorably leads to socialism and, thereby, to poverty.
Unfortunately, in recent decades, motivated by some well-meaning individuals willing to help others, and others motivated by the wish to belong to a privileged caste, the main leaders of the Western world have abandoned the model of freedom for different versions of what we call collectivism. We are here to tell you that collectivist experiments are never the solution to the problems that afflict the citizens of the world. Rather, they are the root cause.

“The Western world is in danger; it is in danger because those who are supposed to defend the values of the West are co-opted…” Read More »