2/28/17

Stock Market's Evaluation of President Trump

On November 8, 2016, when the world still thought Hilary would win, the Dow Jones Industrial Average closed at 18,332. Today, The Dow closed 13.5% higher at 20,812. 


The Trump Rally is smaller that it appears

Given the pending tax cuts, the question is why is the Trump Stock Market rally so tepid? 

2/16/17

Janet Yellen becomes a data dependent hawk.

Janet Yellen wants to become a hawk. 2017 is the year of the "Yellen Collar". This fact is currently underappreciated by financial markets. 


Accipiter yellenis 


2/14/17

Chicken Little Portfolio Performance January 2017

In January 2017, the Chicken Little Portfolio gained 0.06% while the Dow Jones Industrial Average gained 0.53%. Chicken Little is feeling more bullish than he has in years, but is not sure whether feeling bullish is a warning sign.
Chicken Little is Feeling Bullish