Monthly Archives: September 2024

China is Winning the EV War

Posted on September 27, 2024 by MN Gordon

Jim Farley, chief executive of Ford Motor Company, knew it was bad before he boarded his return flight to Michigan. His fact-finding mission to China in May had revealed the cold hard truth. Continue reading →

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Let the Games Begin!

Posted on September 20, 2024 by MN Gordon

Monetary policy took center stage this week. On Tuesday and Wednesday, the Federal Open Market Committee (FOMC) huddled up, licked their collective index finger, held it up to the wind, and then commanded how they would intervene in credit markets. Continue reading →

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What Would Hugo Do?

Posted on September 13, 2024 by MN Gordon

Fed rate cuts are coming. If you believe this will levitate your stock portfolio, you are in for a big disappointment. The forthcoming collapse on Wall Street can be seen a country mile away. But only by those with their eyes open. Continue reading →

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Reality Check September 2024

Posted on September 6, 2024 by MN Gordon

Summer break is over. School is back in session. Football rules the weekend. With the turn of the month, and the approaching autumn season, comes a reality check. A time to pause and take stock of where things stand. A time to make decisions.
Continue reading →

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