President Trump, the Fed, and What Really Matters

Federal Reserve Governor, Kugler, resigned early, and President Trump has the opportunity to select her predecessor. The President will also be able to replace Chairman Powell when his term expires next May. As usual, FinX (Formerly FinTwit) and the financial press are losing their minds that President Trump has the opportunity to select the people … Read more

Macau GGR

Inside Asian Gaming is reporting that Macau GGR (Gross Gaming Revenue) was up 19% in July. $LVS reported a huge 2Q earnings beat crushing estimates. Results were spectacular and mixed/good in Macau. On the conference call, management said that July was going well in Macau. The 19% growth number covers the entire sector including the … Read more

The Fed, GDP, and Tariffs

The Federal Reserve: The Federal Reserve concluded its July meeting and to the surprise of no one, left interest rates unchanged. I think it was the right move. The economy seems to be doing well-enough and inflation remains above the 2% target (which I continue to insist is 2% too high). DKI has been outspoken … Read more

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