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We are sure you know Iran lobbed a few missiles last night but no casualties. On top of that, a Boeing plane crashed in Iran. We do not know why. Futures were down 400 but have completely flipped. As we write this, the DOW and S&P are up a wee bit but off the highs…

Greetings, salutations and a happy happy new year. Looks like we are off to quite a newsy start. As we came into the new year, we had a couple of important thoughts. But first, as you know, we are quite opinionated on the state of our government, both sides of the aisle, too many tweets,…

Random thoughts entering the new year. The PBOC lowers reserve requirements by 1/2 point and away we go. Momentum is momentum. Markets remain stretched and extended to the upside. Bullishness is rampant. We know some disagree with this. Central banks acting like we are in a depression. Lots of cash still on the sidelines. If…