Blog
Blog
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 [...]
What Does the Underlying Data Indicate?
Executive Summary The week has started with broader markets moving higher. Although, the underlying data is moving in the opposite direction. In [...]
Can You Be a Risk Manager and Ignore Risk?
Executive Summary In this week’s newsletter, I outline investment risk verses fear of missing out. Investor risk is the risk of loss, [...]
Does This Chart Tell It All?
Executive Summary When someone buys stock, they are buying future corporate earnings. When prices rise, that should mean corporate profits have risen. [...]