top of page

Tues@11



Anticipating the anticipations of others
Home: Welcome
Recent Posts






Archive


Force-Fed
The third rail of monetary policy, after you have taken care of inflation and unemployment, is financial stability - or lack thereof. It...


Trickle Charge
A battery left unattended will deplete its charge unless it is attached to a device known as a trickle charger. Providing a small amount...


Brass in Pocket
Alloy: when two metals are brought together to form a composite, like copper + zinc = brass Brass in Pocket: a British slang term for money in your pocket So another one bites the mining dust. Having watched the Canadian mining industry for over 40 years, one thing is clear - we will never have a Canadian-controlled global mining champion. After once declaring "Canada is not for sale," Norm Keevil is throwing in the towel, just like so many Canadian mining managers before him


Beachhead
I'm baaack! Tuesday at 11 is alive and well despite reports to the contrary. I had an eventful summer that included a 300-nautical-mile...


Ticking Taco Bomb
Trump has a taco problem, and any bouts of indigestion will not be pleasant. Wall Street is all abuzz with his latest label, intimating...


IVE Got a Friend
For Apple fans, this week has been horrible. U.S. sales have plateaued, China sales are down 17%, and DJT threatened to slap tariffs on...


Sugar Highs
Tariffs, however sugar-coated, are still tariffs. If we are seeking to anticipate others' expectations, I guess this stock market rally...


Rear View Mirror
Markets and the Fed have a lot in common now. They love to drive in the rearview mirror. Since the Fed's early '21 monetary pivot to...


Hard Pass
With the path forward for the global economy a coin toss, I can't blame investors for taking a hard pass on this rally. Trump's attempted...


Third Rail
When it comes to financial market worries, Central Bank independence is the third rail. Risk-averse creditors take any threat to the...
Home: Blog
Home: GetSubscribers_Widget
bottom of page
