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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…

—–Those that know us and those who read our missives know we are very careful with our words. We are not into “the Dow will be at 35,000 at the end of 2020” or the “world is going to end in 2020!” Please listen to none of that as no one knows where things will…