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Blog
Have Consumers Hit Their Limit?
Executive Summary High interest rates and inflation have given the consumer pause. The University of Michigan Consumer Sentiment Index plunged 13% last [...]
Will the Bear Market Continue?
Executive Summary After the stock market was down in April, it rose over the last two weeks. The question now is whether [...]
Why is No One Talking About the Coming Crisis?
Executive Summary As described last week, rising Federal debt combined with higher interest rates, translates to 2024 U.S. interest expense consuming nearly [...]
How Serious is the U.S. Debt Predicament?
Executive Summary The U.S. Federal debt skyrocketed from $8.8 trillion in 2007 to $34 trillion currently. Additionally, the average interest rate on [...]
What are Speculators Ignoring?
Executive Summary The bear market rally since October 2023 appears to have been based on exorbitant speculation on hopes of six or [...]
What are Full-Time Jobs Telling Us?
Executive Summary Last week the monthly jobs report showed 303,000 new jobs created, exceeding expectations. However, the details reveal substantial increases in [...]
What Causes Stock Market Bubbles?
Executive Summary Some of the reasons used to justify the recent stock market bull market and bubble include: “Don’t fight the Fed,” [...]
Are We in a Casino – Dr. Hussman’s Outlook?
Executive Summary This week’s Update shares Warren Buffett’s comment regarding the current stock market exhibiting casino-like behavior. However, most of this week’s [...]
Is the Market Overvaluation Widespread?
Executive Summary Last week’s issue compared the exuberance in AI stocks (specifically Nvidia) to the Technology Bubble (1990’s-2000) stocks such as Cisco [...]