Newsletter

BY GARY KALTBAUM- AUGUST 5, 2019 —-For months, we have had the same thoughts on the China trade issue.—- —-All evidence in, China is not just going to lie down and play dead.—- —-China does not have elections.—- —-The Chinese government are bad players but tariffs are not the answer. Vigorous negotiations outlining the benefits…

—–Here is your next week. The left and the national media blame Trump for the murders. The right blames it on mental health. Lots of whining and complaining from both sides before the bodies are even removed from the crime scene. On about day 8, this will be all but forgotten until the next tragedy….

——On Fox Business Network’s “Bulls and Bears’ last night, I stated businesses don’t even know if the president changes his mind on the new China tariffs by September 1st as he changes his mind on a whim. We also know he changes his mind depending on market moves.—– —–We were going to wait to write…

The president puts on new tariffs after taking off new tariffs…for the umpteenth time. This morning, the president sends out an administration official to say they can get rid of the tariffs they have not put on yet if China does better. This decision making by markets is going to crater markets. It is obvious…

Tough day yesterday. Hey…markets do go down. It is just one day but there was subtle distribution in past couple of weeks. First off, we love corrections because it is easiest to isolate strength in corrections. But of course, no one likes markets going down. The best guess is we have some price and time…

AAPL up $7.85 off crappy numbers. China trade talks break off but markets up on fed day. Asian markets hit…worries in Hong Kong/China. North Korea more weapons test. As we stated from the start, we dont blame Trump for trying but there was never ever ever a chance of this murderous thug of ever denuclearizing….