Andrew F. Kotuk

33 POSTS

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DIVERGENCE OF CONFIDENCE

Earlier this year for many months the market saw interest rate inflect when the shorter-term treasuries paid a higher rate of interest

PROUD TO BE AN AMERICAN

November 11 is Veteran’s Day and I urge everyone to thank those who served our country past and present. This includes spouses and family members

MANAGERS OUTLOOK FOR 2020

Recent polling shows money managers see trouble ahead. Reasons include: a lofty stock market valuation, a muddy economic outlook and polarized political landscape

FOURTH QUARTER POSITIONS

This week, twenty (20) percent of the companies on the stock market will report their quarterly earnings. So far it seems over eighty (80) percent of those beat analysts expectations. Most companies have lowered their earnings, making it easier to beat.

WHAT WOULD BUFFET DO?

A trade deal done? Phase One underway and stated as very substantial. Wait, China would like additional talks before signing it. Markets surged, then gave back some and settled down. Details have been slowly coming out as have comments and tweets.

Breaking

Most of Russia’s opposition is either dead, in exile abroad or in prison at home. What happens now?

Alexei Navalny was asked four years ago what he’d tell Russians if he were killed for challenging President Vladimir Putin. “You’re not allowed to give up,” he told a documentary maker. “If they decide to kill me, it means we are incredibly strong and we need to use this power.”

How California political power could shift south – and to the left – after Feinstein

Younger, more liberal, more weighted to the south: California’s political demography is shifting, particularly as two of its political lions move off the stage. For generations, the Bay Area has punched above its weight in terms of influence, and California’s political position has grown up – and old – with it.

President Biden expected back in California for more reelection fundraising this month

President Biden is planning a swing through Los Angeles and the San Francisco Bay Area later this month to raise money for what is almost assured to be a rematch against former President Trump in the November election.

Letters to the Editor

I have learned that at least one courtroom at the Larson Justice Center in Indio is vacant since a qualified judge is not available for duty. Due to a lack of judges here in the Coachella Valley, commuting judges from the areas of both Temecula and San Bernardino are assigned cases here. The net result in the lack of local judges is resulting in excessive waits at the Indio courthouse and delays in justice for our citizenry.