Author Archives: Steve Kamman

I just watched Elizabeth Warrren chew up Wells Fargo CEO Stumpf.  Its good theater.  But who allowed this guy up there?  Why give her a pinata?  She’s only going to beat it!  Brilliantly too (see below). This is the elite failure that’s … Continue reading →

I still think Hillary wins, but I’m incrementally more worried.  Its not the latest polling.  Its the absence of rational, principled opposition to Trump from people who should (and privately do) know better.  This is the most worrying parallel to the … Continue reading →

Why no rate rise in September?  Because there is a US Election in November.  An unwritten Fed commandment is “Thou shalt not appear to overtly meddle in politics.“**  Without a gun-to-the-head turn of events, they will put it off until December. What … Continue reading →

I didn’t think Trump would win the nomination.  What did I get wrong? What did I expect?  A wall of Money to coalesce around a single alternative.  Probably Rubio.  Like one of those ugly goal line football plays.  Standing him up and … Continue reading →

Trump has peaked.  Why?  Because he’s not making any new friends; just new enemies.  We’re at that moment of weightlessness at the peak.  Before the slide really begins…  I think it ends in a crushing defeat.  Trump is like a “story” … Continue reading →

Barring some major “Black Swan” event, Trump will lose and lose big.  That’s a Strong View Not-So-Lightly Held (grin).  What convinced me?  Among other things, see this photo I took Tuesday (after both conventions). Note what isn’t in the window – no TRUMP … Continue reading →

Lot of speculation that Clinton might pick Elizabeth Warren for VP.  It doesn’t seem likely… Warren’s dream job is head of the Senate Finance Committee.  A platform for her message and brand.  Hearing after hearing with her patented pointed questions.  All … Continue reading →

I just read a Bloomberg column by “conservative” writer Ramesh Ponnuru (AEI, National Review) all but awarding Democrats the Presidency AND the Senate?!?  “Republicans accept the conventional wisdom that Hillary Clinton is favored to win the presidency, and they know … Continue reading →

The last few days of selling notwithstanding, I think the market is more likely to  “melt up.”  Past its prior highs and up to Lord knows where. As that last phrase implies, I don’t think “valuation” per se is the … Continue reading →

We are into silly season for the election.  We “could” be having a substantive national conversation about the Senate races.  But that’s a more-than-two-horse race and requires explanation.  Besides, when was the last time we actually had a “substantive national conversation?”  So … Continue reading →