Blog
Blog
Are Investors Being Duped?
Executive Summary Are investors being duped into believing that low interest rates justify higher stock valuations? Are they being told that high [...]
Have We Entered Uncharted Waters?
Executive Summary Over the course of history, corporate fundamental performance and the resulting market cycle have mattered to investors. However, in the [...]
When Will the Jaws Snap Shut?
Executive Summary History shows economic cycles always have two parts: the bull and bear phases. In a little over the last twenty [...]
How Does the Economy Look?
Executive Summary You may have heard the expression: “a picture is worth a thousand words”. Weekly I write much about the economy [...]
If Not Profits, What? Tweets?
Executive Summary Recent stock market volatility has been impacted by headlines and tweets about trade wars and tariffs. However, digging deeper into [...]
Will Lower Yields Persist in the U.S.?
Executive Summary What is an inverted yield curve, and what is the significance on the economy? A normal yield curve shows shorter-term [...]
Has the “Stock Market” Become A Political Tool?
Executive Summary Historically, corporate earnings growth tends to track overall economic growth. However, for the past decade economic growth has stayed around [...]
Why Might Banks Need a Cashless Society?
Executive Summary Under normal circumstances banks pay depositors interest, and then charge interest on loaning money to borrowers. The difference between interest [...]
How Tall Can They Build This House?
Executive Summary Does a lender paying a borrower to hold his money make any logical economic sense? In attempts to boost growth, [...]