Resources
Resources
Will Investors Ignore What Is Under the Hood?
Executive Summary Markets have been reacting significantly on every news headline regarding the Russian/Ukrainian war. The sanctions and supply disruptions could last [...]
Can the Fed Fight Stagflation?
Executive Summary As discussed in previous newsletters, economic growth is slowing. The Atlanta Fed GDPNow model reduced the first quarter GDP growth [...]
Is the Economy Slowing?
Executive Summary The current real GDP estimate from the Atlanta Fed’s GDPNow model for first quarter 2022 is 0.6%, which is a [...]
Has Multiple Expansion Turned into Multiple Contraction?
Executive Summary Multiple expansion means investors pay more per dollar of corporate earnings for a share of stock. The opposite would be [...]
Is the Fed Behind the Curve?
Executive Summary The Federal Reserve Bank (Fed) has two mandates: maximum employment and stable prices. However, their addition of a third unwritten [...]
Will the Potemkin Village Be Revealed?
Executive Summary Last week U.S. Federal debt surpassed $30 trillion! While notable, the more alarming fact is the rate of change since [...]
