More Cowbell Please Ms. Yellen


Location Date: 
November 9, 2013
Content: 

Happy Friday,

I wanted to leave you this week with my quarterly commentary outlining the predominant macro issues faced during Q32013 and my outlooks on the market.

Topics covered in this quarter’s letter include; the FED continuing its tapering policy, US equity correlations trending lower, the favorable positioning of German equities and bunds over other European nations, the Japanese governments hike in consumption tax and its effects to GDP, the stabilization of china and the bounce back in EM equities, currencies and bonds. If you are looking for some weekend reading material, please click below to read my quarterly letter where I discuss these topics in greater depth.

 

For those of you who may be unfamiliar with the SNL skit which the title of my commentary originates, please view the YouTube video below for a good laugh. 
 

 

“MoreCowbell Please” has become an American pop culture catchphrase which wasoriginally derived from a Saturday Night Live comedy sketch featuringChristopher Walken as music producer of the song "(Don't Fear) TheReaper" by Blue Öyster Cult. The sketch is thought to be one of thegreatest SNL skits of all time, making "best of" lists (often beingranked as number one).

 

Have a great weekend,

Jim McGovern