Economic Growth, Market Valuation, and Corporate Earnings
The biggest problem for the S&P 5000 target is underlying earnings. There is an obvious correlation between economic [...]
13 09, 2021
7 09, 2021
The Fed’s Dovish Tone
As the Fed started to talk about “taper,” the “bulls” sent a stern warning with a 2% “crash” they shouldn’t. After a [...]
3 09, 2021
What is Investing on Margin?
This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had [...]
30 08, 2021
China and Taiwan
There are plenty of points of contention between the political leaders of the two largest economies in the [...]
23 08, 2021
Sentiment Surveys
Sentiment surveys reflect what people say, which may not match what they are actually doing. And, of course, [...]
19 08, 2021
Reshoring: What’s the Future for Products and Services Made in America?
According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. [...]
16 08, 2021
Negative Interest Rates
Remember when negative interest rates were unthinkable? In Europe they are increasingly normal, even in nominal terms. Subtract [...]
11 08, 2021
Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the [...]
9 08, 2021
Modern Monetary Theory (MMT)
Understanding MMT is important. The Fed has been following this policy for years. The basic tenet of MMT [...]
3 08, 2021
Lessons From the Pandemic
They say we don’t always appreciate what we have until it’s gone. That was one of the big [...]