Blog
Blog
How Does the Economy Look?
Executive Summary You may have heard the expression: “a picture is worth a thousand words”. Weekly I write much about the economy [...]
If Not Profits, What? Tweets?
Executive Summary Recent stock market volatility has been impacted by headlines and tweets about trade wars and tariffs. However, digging deeper into [...]
Will Lower Yields Persist in the U.S.?
Executive Summary What is an inverted yield curve, and what is the significance on the economy? A normal yield curve shows shorter-term [...]
Has the “Stock Market” Become A Political Tool?
Executive Summary Historically, corporate earnings growth tends to track overall economic growth. However, for the past decade economic growth has stayed around [...]
Why Might Banks Need a Cashless Society?
Executive Summary Under normal circumstances banks pay depositors interest, and then charge interest on loaning money to borrowers. The difference between interest [...]
How Tall Can They Build This House?
Executive Summary Does a lender paying a borrower to hold his money make any logical economic sense? In attempts to boost growth, [...]
Are There Limits to Debt-Fueled Growth?
Executive Summary The current economic expansion is the longest and weakest in history. Why is that? This "recovery" was sparked and maintained [...]
What Happens When You Ignore a Full Cycle?
Executive Summary The stock market moves in bull and bear cycles. Investors tend to be the most enthusiastic at the top of [...]
Does the U-3 Tell It All?
Executive Summary According to an op-ed recently in Bloomberg, the labor force has contracted in 2019. Additionally, according to the article, employment according [...]