Blog
What Will the Market Do After the Election?
Executive Summary Everyone seems to be wondering what the stock market will do after the election. Prognosticators are theorizing what will happen, [...]
Will Additional Stimulus Allow a “Return to Normal”?
Executive Summary Year-to-date earnings through September 30, 2020, are expected to plunge 43% compared to the same period last year; however, the [...]
What Does a Bird’s-Eye View of the Economy Reveal?
Executive Summary In this week’s missive, I provide a bird’s-eye view of the economy via a number of graphs and visuals. First [...]
Can Stimulus Solve the Labor Crisis?
Executive Summary The official unemployment rate published by the Bureau of Labor Statistics (BLS) dropped 0.5% to 7.9% in September 2020. However, [...]
Does Too Much Debt Matter?
Executive Summary The U.S. has been feeling the effects of growing government debt for two decades through reduced economic growth. For the [...]
Is Trouble Brewing at European Banks?
Executive Summary A recent article in The Wall Street Journal entitled “European Banks Consider Mergers for Survival” describes how banks are exploring [...]
Will the Real S&P 500 Earnings Results Please Stand Up?
Executive Summary Public companies are required to publish financial statements in accordance with Generally Accepted Accounting Principles (GAAP). However, if GAAP earnings [...]
How Far Will the Elevator Go?
Executive Summary Last month the stock market, especially the technology-heavy NASDAQ 100 Index, reflected extreme investor exuberance reminiscent of the Technology Bubble [...]
What Is the Retirement Dilemma?
Executive Summary Historically, retirees could safely use the old “rule-of-thumb” of a 5% withdrawal rate to supplement Social Security and other defined [...]