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REGUNOMICS

REGUNOMICS

It is our view that monetary and fiscal policy cannot affect the economic trajectory. It is the Federal, State, and Local policies that are killing the system. The dollar has gone up ever since the Fed has come out dovish…

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BBB Is Junk

BBB is junk

700 billion of refis in corporate America coming in 2019. Per recent Barron’s article (1/12/19), should bring significant downgrades in corporate credit. We believe downgrades roll down: i.e. BBB to BB+, BB+ to BB, etc. We believe we retrace the…

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BULLISH ON COMMODITIES AND PHARMA

Outlook for 2018

BULLISH ON COMMODITIES AND PHARMA We want to re-iterate our November 2017 view. We like commodities and pharma!! From November, oil has climbed $5/bbl and pharmaceutical companies such as Teva and Valeant have climbed 39% and 57% respectively. We believe…

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