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Blog
When is the Hole Too Deep?
Executive Summary Subsequent to the 2008 Financial Crisis, the Federal Reserve Bank dropped interest rates to near zero percent and created money [...]
Is the Devil in the Details?
Executive Summary Last Friday the stock market soared upon the release of a “stunning” May jobs report. The “gain” of roughly 2.5 [...]
Should Investors Embrace Their FOMO?
Executive Summary Presently, investors are rightfully confused by the diametrically opposed forces influencing markets. Many have asked: Why are the markets not [...]
Does Larry Kudlow Have it Wrong?
Executive Summary Prior to becoming the Director of the U.S. National Economic Council, Larry Kudlow hosted a financial program on CNBC where [...]
Should the Stock Market be Inversely Related to Economic Growth?
Executive Summary Many people are asking why the market is not dropping. After all, the economy has been shut down for almost [...]
How Likely Are Negative Interest Rates?
Executive Summary The Federal Reserve Bank controls the very short-term Federal Funds Rate; however, longer-term interest rates tend to track economic growth. [...]
Is a “V” Shaped Recovery in the Works?
Executive Summary Recent speculation on the shape of the economic recovery has been described as a “V”, a “U” or even an [...]
Are Stock Prices More Overvalued Now Than at the Market Peak?
Executive Summary Many investors are probably thinking the recent stock market correction brought stock valuations more in-line with their long-term average. Stock [...]
Is the Fed Getting Scared?
Executive Summary In November 2008 the Federal Reserve Bank (Fed) initiated QE1 (The first Quantitative Easing program), the purchase of Treasury Securities [...]