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Blog
Is Hussman Calling the Top?
Executive Summary Every stock market cycle in history has had both a bull (upside) and bear (downside) to it. The challenge is [...]
Is the Jobs Market Strong?
Executive Summary A look at the “strong” employment data reveals some discrepancies casting doubts on the employment picture. For instance, the Establishment [...]
Is the U.S. in Recession?
Executive Summary The National Bureau of Economic Research (NBER) makes the official declaration of recessions, which can occur up to a year [...]
Is “Excess Savings” Gone?
Executive Summary “Excess savings” is defined as savings above the pre-pandemic trend level. The Federal Government and Federal Reserve through stimulus programs [...]
How Much Risk is Embedded in the Stock Market?
Executive Summary Over 50% of the stock options sold each day for the S&P 500 expire the same day. Translation, speculators are [...]
Have Consumers Hit Their Limit?
Executive Summary High interest rates and inflation have given the consumer pause. The University of Michigan Consumer Sentiment Index plunged 13% last [...]
Will the Bear Market Continue?
Executive Summary After the stock market was down in April, it rose over the last two weeks. The question now is whether [...]
Why is No One Talking About the Coming Crisis?
Executive Summary As described last week, rising Federal debt combined with higher interest rates, translates to 2024 U.S. interest expense consuming nearly [...]
How Serious is the U.S. Debt Predicament?
Executive Summary The U.S. Federal debt skyrocketed from $8.8 trillion in 2007 to $34 trillion currently. Additionally, the average interest rate on [...]