Blog
Blog
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 [...]
Is “Valuation” a Dirty Word?
Executive Summary The longer a bubble in stock prices expands, the more the word “valuation” becomes considered irrelevant. Valuation means determining what [...]
Will the U.S. Default on Its Debt?
Executive Summary Is $28 trillion in United States government debt not enough? The answer is “no”, as the Congressionally approved deficit spending [...]
What is Going on With Long-Term Interest Rates?
Executive Summary Last week the stock market took a roller coaster ride while bonds took a hit. The 10-year Treasury Note yield [...]
What Happened in the Stock Market?
Executive Summary Monday’s stock market move may have seemed a bit extreme. Many financial pundits will speculate as to the cause; however, [...]
What is Economic Growth’s Dirty Little Secret?
Executive Summary Despite massive stimulus and extreme monetary policy, the “expansion” period between the Great Recession and the Covid19 recession experienced the [...]
Is the Economic Data Weakening?
Executive Summary This week’s update is brief, so a summary may seem unnecessary. The two main points are the disappointing 235,000 new [...]