Resources
How Overvalued is the Stock Market?
Executive Summary Speculators have driven the stock market to extreme highs, along with the imbedded risks. The four graphs (included below) represent [...]
Will History Rhyme?
Executive Summary In this week’s Market Update, I share comments made by economists Dr. John Hussman and Jeremy Grantham as well as [...]
Is the Fed Panicking?
Executive Summary Last week the Federal Reserve surprised economists with a 0.50% decrease in the Federal Funds Rate, rather than the expected [...]
The Yield Curve Has Un-inverted, Now What?
Executive Summary The Treasury yield curve typically refers to the difference between the yield on the 10-year and two-year Treasury Notes. In [...]
Is the Other Shoe Dropping?
Executive Summary Over the past year, the economy has weakened, but the “strength” in the labor force has kept us from recession. [...]
Is the Carry Trade Unwinding?
Executive Summary To take advantage of negative interest rates in Japan and a strengthening dollar, investors have been borrowing funds in yen [...]