Blog
Are Investors Seeing the Big Picture?
Executive Summary Some of the things impacting the stock market currently include tariff implementation, negotiations over tariffs, DeepSeek, AI, earnings, ISM and [...]
Is DeepSeek a DeepFake?
Executive Summary Futures markets were in a tailspin early Monday due to Chinese AI tool called DeepSeek. Many investors have flocked to [...]
Will Foreclosures Rise?
Executive Summary Last week’s missive discussed the affordability of housing. Look at the first graph, one can see it requires a $115,000 [...]
Are House Prices About to Fall?
Executive Summary The median after-tax household income is about $70,000, while the median sales price of houses is $420,000. When including a [...]
Is the Mania Continuing?
Executive Summary Overvaluation in the stock market has reached such extremes even a Federal Reserve Bank governor, Lisa Cook, uncharacteristically mentioned it [...]
Is the Economic Data Reliable?
Executive Summary There are many claiming the U.S. Economy is strong; however, in this issue I am going to point out some [...]
Do Bubbles Last Forever?
Executive Summary Current stock market valuations are pushing the limit of statistical norms. Look at the first graph below which shows the [...]
Inflation Distractions
Executive Summary The following was written by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, at First Trust Advisors, L.P. [...]
How Will the Speculators Fare?
Executive Summary Benjamin Graham (Warren Buffett’s mentor) and David Dodd authored the book Security Analysis, in which they define investment as: “An [...]