About Bob Cremerius

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So far Bob Cremerius has created 251 blog entries.

Are There Limits to Debt-Fueled Growth?

2019-08-07T21:34:45+00:00July 23rd, 2019|Categories: ECONOMY, INVESTMENT|

Executive Summary The current economic expansion is the longest and weakest in history. Why is that? This "recovery" was sparked and maintained by unprecedented experimental monetary policy. This included printing $3.7 trillion in liquidity and dropping interest rates to zero. The result was massive expansion of debt [...]

Does the U-3 Tell It All?

2019-08-07T21:36:24+00:00July 9th, 2019|Categories: ECONOMY|

Executive Summary According to an op-ed recently in Bloomberg, the labor force has contracted in 2019.  Additionally, according to the article, employment according to the Bureau of Labor Statistics' Household Survey has actually declined by 200,000 this year. This may sound unbelievable when compared to the headlines of a strong [...]

Will Next Time Be Different?

2019-08-07T21:37:45+00:00June 25th, 2019|Categories: ECONOMY|

Executive Summary How should one read the economy and stock market? Should the market reflect the economy, or should the economy reflect what the stock market is doing? Corporate performance should be a reflection of the economy which then drives stock prices. However, in today's world one [...]

Does the Potemkin Village Need an Addition?

2019-08-05T16:35:27+00:00March 19th, 2019|Categories: INVESTMENT|

Executive Summary Presently, the average Joe and Jane have no idea they are living in a Potemkin Village. After the 2008 Financial Crisis, global monetary experiments were implemented to "save" the economy.  The economic "recovery" resulted in a decade of 2% average real GDP growth, 36 percent [...]

What is The Big Government Debt Hoax?

2019-08-05T16:35:27+00:00February 12th, 2019|Categories: INVESTMENT|

Executive Summary I have often written about how debt and demographics are impediments to future growth. In this week's missive, I explain how the Federal government is playing a game with its debt picture. Through some accounting gimmickry, intragovernmental debt is typically excluded from analyses of Federal [...]

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