Resources
Resources
Growth, Inflation and Rates: Are They All Transitory?
Executive Summary A relatively strong correlation exists between economic growth, inflation and 10-year Treasury yields as can be seen below (first graph). [...]
What Type of Debt Has Been Building, Good or Bad Debt?
Executive Summary In this missive, I will review debt levels and growth of the following types of debt: Federal, nonfinancial corporate, and [...]
How Overvalued is the Stock Market?
Executive Summary This week’s market update is relatively short in words and is composed mostly of charts and graphs of various stock [...]
What Will Speculators Learn?
Executive Summary Since the pandemic took charge of the economy, several stimulus plans have been enacted by Congress. Each round produced a [...]
What’s The Most Profitable Company In The World?
Executive Summary This week, I want to shine a light on another financial professional that shares his insights on the economy. Our [...]
Has UBI Arrived?
Executive Summary Since the pandemic took charge of the economy, several stimulus plans have been enacted by Congress. Each round produced a [...]
