Resources
Resources
Are the Storm Clouds Darkening?
Executive Summary The Dow just finished its eighth consecutive down week, which has not happened since 1923. The Fed is sticking with [...]
Is Housing About to Hit the Perfect Storm?
Executive Summary Most people have noticed home prices have exploded due to extremely low mortgage rates post COVID along with low inventory [...]
Is it Time to Take Precautions?
Executive Summary Economist John Hussman recently stated speculative bubbles teach investors “dangerously incorrect lessons” that “stocks always recover.” Stock market indices have [...]
Is a Recession on the Horizon?
Executive Summary By now many have heard first quarter real GDP turned negative by 1.4%. In the second graph one can see [...]
Can the Stock Market Really Ever Revert to the Mean?
Executive Summary The first graph below is Warren Buffet’s favorite market valuation ratio. Note from current valuations, the S&P 500 would need [...]
Inflation or Stock Prices, Has the Fed Chosen?
Executive Summary The Fed’s monetary policy for the last ten years has been characterized as “too loose for too long,” resulting in [...]
