Blog
Blog
Is the Wedge Still Growing?
Executive Summary The first graph below illustrates the growth in corporate profits versus the S&P 500 Index. The point of sharing this [...]
Are There Two Faces to the Employment Picture?
Executive Summary The good news announced last Friday by the Bureau of Labor Statistics (BLS) was 916,000 new jobs were created during [...]
Is the Fed Intentionally Deceiving the Public?
Executive Summary Financial media and the stock market seem to hang on every word released by the Fed. In fact, last week [...]
How Does the Current Stock Market Cycle Compare to Prior Bubbles?
Executive Summary In this eye-opening look at the current stock market cycle, I compare the cycle to 1929 and 1999 as well [...]
What Would a Rise in Mortgage Rates Do to Housing?
Executive Summary The current housing market appears to be booming with continually escalating prices. Substantially aided by the Fed’s low interest rates, [...]
How Does the Crowd Exit All at Once?
Executive Summary The quote below is from Warren Buffet’s long-time business partner, Charlie Munger, and speaks to the recent irrationality in the [...]
Are Treasury Yields Foretelling Inflation is Coming?
Executive Summary Many are looking at the recent surge in long-term Treasury yields as a sign that inflation is on the horizon. [...]
Are Policymakers Flying Blind?
Executive Summary Policymakers in the government and the Federal Reserve put an emphasis on the message to the public that they have [...]
When Will the Economy Get Back to Normal?
Executive Summary Many Americans hope the COVID 19 vaccine will help return life to normal. And as the title asks, what will [...]