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Blog
Will This Time Rhyme?
Executive Summary In this issue comparisons will be shown between the Technology, or Dot-Com, Bubble and the current Everything Bubble – extended [...]
Is the Unemployment Rate Giving the All-Clear?
Executive Summary In January 2024 the Unemployment Rate was 3.7%, leading many to believe the economy is strong due to the labor [...]
Excerpts from Dr. John Hussman’s Interim Comment
Executive Summary In this week’s newsletter, I review the salient points relating to market conditions in Dr. John Hussman’s Interim Comment: February [...]
Has the Stock Market Reached Extreme Exuberance (Again)?
Executive Summary Markets are again extremely overvalued in relation to long-term norms. In this issue, I provide several methodologies to explain the [...]
Are the Inconsistencies in Data Ongoing?
Executive Summary This week’s edition continues from last week in looking at Federal Government data released. Real GDI (Gross Domestic Income) and [...]
Are There Reasons to Question Government Economic Numbers?
Executive Summary Many respected economic analysts have been questioning the numbers being reported by the Federal Government. For example, the “new jobs” [...]
What is the State of the Stock Market & Economy?
Executive Summary The S&P500 has been pushed back to speculative highs. The 0dte options activity, discussed in previous newsletters, by large investment [...]
How Dangerous Are “Buy Now, Pay Later” Programs?
Executive Summary Consumer loans, credit cards and other revolving debt now exceed $1 trillion, far above the pre-Financial Crisis and pre-COVID balances [...]
Are Regional Banks Getting Hit with a Double Whammy?
Executive Summary 2024 will present significant obstacles for regional banks. Simply stated, regional banks use depositors’ funds to make loans or invest [...]