Does the Potemkin Village Need an Addition?

2019-08-05T16:35:27+00:00March 19th, 2019|Categories: INVESTMENT|

Executive Summary Presently, the average Joe and Jane have no idea they are living in a Potemkin Village. After the 2008 Financial Crisis, global monetary experiments were implemented to "save" the economy.  The economic "recovery" resulted in a decade of 2% average real GDP growth, 36 percent [...]

What is The Big Government Debt Hoax?

2019-08-05T16:35:27+00:00February 12th, 2019|Categories: INVESTMENT|

Executive Summary I have often written about how debt and demographics are impediments to future growth. In this week's missive, I explain how the Federal government is playing a game with its debt picture. Through some accounting gimmickry, intragovernmental debt is typically excluded from analyses of Federal [...]

Are Interest Rates Going Up?

2019-08-05T16:35:27+00:00January 15th, 2019|Categories: INVESTMENT|Tags: |

"And higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending." – Ben Bernanke Executive Summary Have you heard interest rates are rising?  Do you know all interest rates are not the same?  In this week's newsletter, I explain [...]

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