About Bob Cremerius

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So far Bob Cremerius has created 307 blog entries.

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 [...]

Are Interest Rates Going Up?

2019-08-05T16:35:27+00:00January 15th, 2019|Categories: INVESTMENT|Tags: |

"And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending." – Ben Bernanke Executive Summary Have you heard interest rates are rising?  Do you know all interest rates are not the same?  In this week's newsletter, I explain [...]

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