When Will the Jaws Snap Shut?

2019-10-31T14:42:39+00:00September 17th, 2019|Categories: INVESTMENT|

Executive Summary History shows economic cycles always have two parts: the bull and bear phases. In a little over the last twenty years alone, two economic cycles have demonstrated this fact. For investors, the bull phase is not the only important piece of the cycle. Long-term returns [...]

How Does the Economy Look?

2019-10-31T14:39:28+00:00September 10th, 2019|Categories: ECONOMY, INVESTMENT|

Executive Summary You may have heard the expression: “a picture is worth a thousand words”. Weekly I write much about the economy and the markets. This week I am taking a que from the above quote. Please take a look below at the charts and graphs with [...]

If Not Profits, What? Tweets?

2019-09-04T18:23:09+00:00September 4th, 2019|Categories: ECONOMY, GOVERNMENT, INVESTMENT|

Executive Summary Recent stock market volatility has been impacted by headlines and tweets about trade wars and tariffs. However, digging deeper into the real data indicates the economy is approaching the end of its cycle. The temporarily juiced profits from the corporate tax cuts have evaporated. The [...]

Why Might Banks Need a Cashless Society?

2019-08-20T16:03:36+00:00August 13th, 2019|Categories: INVESTMENT|

Executive Summary Under normal circumstances banks pay depositors interest, and then charge interest on loaning money to borrowers.  The difference between interest charged and paid represents net interest margin or net interest income for the bank. Traditional economic principles are being turned upside down in today's world. [...]

How Tall Can They Build This House?

2019-08-08T16:14:05+00:00August 6th, 2019|Categories: ECONOMY, INVESTMENT|

Executive Summary Does a lender paying a borrower to hold his money make any logical economic sense? In attempts to boost growth, central banks across the globe resorted to massive Quantitative Easing programs. These programs allowed the monetization of incredible amounts of government debt. As a result, [...]

Are There Limits to Debt-Fueled Growth?

2019-08-07T21:34:45+00:00July 23rd, 2019|Categories: ECONOMY, INVESTMENT|

Executive Summary The current economic expansion is the longest and weakest in history. Why is that? This "recovery" was sparked and maintained by unprecedented experimental monetary policy. This included printing $3.7 trillion in liquidity and dropping interest rates to zero. The result was massive expansion of debt [...]

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