Blog
Blog
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 [...]
Is the Consumer Hurting?
Executive Summary Historically, when the yield curve un-inverts, a recession is soon to follow. In the first graph below one can see [...]
What Does “Overvalued” Mean?
Executive Summary What does stock market overvaluation mean? Overvaluation refers to whether the price paid for a stock is higher than what [...]
Is the U.S. in a Fiscal Crisis?
Executive Summary Election day is finally upon us! Everyone wants to know who is going to win, and what will happen to [...]
Is Anyone Concerned About the Fiscal Dilemma in the U.S.?
Executive Summary As we near the end of an election season, I find it intriguing that neither party is highlighting the dangerous [...]
Will Home Prices Fall?
Executive Summary Housing prices have perplexed many since mortgage rates rose in 2023. Since active home listings plummeted from 1.2 million in [...]
Who Are Fed Policies Designed to Help?
Executive Summary A recent article in the Financial Times suggests that the Fed pushing interest rates higher has led to a windfall [...]