Blog
Blog
Who Will Be Left Holding the Bag?
Executive Summary Corporate profit margins are being squeezed by upward wage pressure and downward productivity, all while stock prices are rising. The [...]
Is the Vix Confirming the Red Flags?
Executive Summary The Volatility Index, known as the Vix, is a projection of future volatility and fear in the market. Over the [...]
Was Omicron the Cause?
Executive Summary The Friday after Thanksgiving was a short trading day which incurred steep losses in many asset classes. News outlets blamed [...]
Are Red Flags Waving?
Executive Summary In this week’s Update, I share important information published in an interim comment by economist Dr. John Hussman. He uses [...]
Is the Bond Market Predicting Long-term Inflation?
Executive Summary Everyone is paying more for groceries and gasoline, so inflation is the concern of the day. The Federal Government stimulus [...]
Where is the Shiller P/E Ratio Today?
Executive Summary In January 1999 the Shiller P/E broke 40 and by December of 1999 peaked at 44. Having been in the [...]
What Are Investors Overlooking?
Executive Summary As the everything bubble remains in the “Blow off Phase” (first graph), the third quarter GDP number came in at [...]
What Does Dr. Lacy Hunt Think About the Economy?
Executive Summary Drawing upon Dr. Lacy Hunt’s Quarterly Review and Outlook for the third quarter 2021, this week’s commentary looks at the [...]
Could China be the Pin that Pops the Bubble?
Executive Summary In the past China’s fast-growing economy was driven by production of exports for the West. However, post the Great Recession [...]