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A Noisy Market
A Noisy Market Approaching an Election – October 6, 2020 Over the last several years, the intensity of the news flow and information streams seem to have increased to an […]
Earnings Above Trend
As readers of our research know, we track four main inputs in our macro model. One of those inputs is “current earnings versus potential earnings.” When COVID shut the economy […]
Central Bank Hubris
In late 2017, I wrote a research report entitled “Central Bank Hubris.” In it, I quoted a line from C.S. Lewis and that quote was; ‘It is not the assumptions […]
Tech Stock Mania
Per the link attached, U.S Tech Stocks are now worth more than the entire European Stock Market! https://www.cnbc.com/2020/08/28/us-tech-stocks-are-now-worth-more-than-the-entire-european-stock-market.html
Election Update
Election Update – November 16, 2020 In regards to the election, we still do not have complete clarity on who will be president. However, the markets have been quite strong. […]
Modern Monetary Theory
In the last few research reports, I have been discussing and alluding to the need for liquidity, and a non stop supply of money to keep the economy functioning. It seems […]