Blog
Blog
What is the Fed’s Dilemma?
Executive Summary In 2008 to combat the Great Recession, the Fed instituted a new program called Quantitative Easing (QE) in which they [...]
What is Under the Hood of the Stock Market?
Executive Summary Former chief stock market analyst at Merrill Lynch, Bob Farrell, developed 10 timeless rules for investing which are listed below. [...]
How Low Are Interest Rates?
Executive Summary In September 1981, the yield on the 10-year Treasury Note peaked at around 15.8%, and the annual inflation rate was [...]
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 [...]