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GET FREE ACCESS NOW!Donald Trump has replaced central bankers when it comes to financial market news. Instead of trying to second guess what the money printers will do next, we await Trump’s tweetstorms. And there’s been plenty of action lately. But first, consider…
Continue ReadingGUALFIN, ARGENTINA – Two big surprises on Sunday, both concerning the White House. First, President Trump announced his long-awaited shake-up of his staff. In a 7 a.m. tweet, the president said: Time for Big staff changes. I need complete LOYALTY…
Continue ReadingWe should’ve hired Donald Trump to negotiate Brexit. His advice would’ve been clear. Trigger Article 50 and tell Europe we’re leaving. And then threaten it with a whole new set of trade barriers under World Trade Organisation (WTO) rules. Its…
Continue ReadingGUALFIN, ARGENTINA – The Dow fluttered on Monday. The Nasdaq, too. Our guess is that the smart money is pulling out first. Paul Tudor Jones, Ray Dalio, Bill Gross – many Wall Street giants have already announced that they are…
Continue ReadingThe ides of March are come. Ay, Caesar, but not gone. – Shakespeare’s The Tragedy of Julius Caesar GUALFIN, ARGENTINA – Readers frequently accuse us of being idle wreckers, tearing down without building up, criticizing wantonly while offering no constructive advice….
Continue ReadingGUALFIN, ARGENTINA – TrimTabs, an investment research firm, reports that stock buybacks are running at twice the rate of this time last year. Corporation managements are taking their tax cut money and delivering it to shareholders… and to themselves. Skin…
Continue ReadingGUALFIN, ARGENTINA – President Trump says he’s sticking to his guns on trade tariffs. We’re glad to see it. We’re tired of whiny, snively politicians – on this hand… on that hand… equivocating… backtracking… double-talking. It’s good to see a…
Continue ReadingIn 2016, the Obama administration imposed duties on Chinese steel of more than 500%. Yesterday the EU extended its anti-dumping duties on Chinese steel of between 48.3% and 71.9% depending on the company. Of the EU’s 53 steel anti-trade measures,…
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