Category Archives: Economics

The Corporate Maginot Line

Written by Michael Lebowitz | May, 22, 2019

Since the post-financial crisis era began more than a decade ago, record low-interest rates and the Fed’s acquisition of $4 trillion of the highest quality fixed-income assets has led investors…

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In The Fed We Trust – Part 1

Written by Michael Lebowitz | May, 15, 2019

This article is the first part of a two-part article. Due to its length and importance, we split it to help readers’ better digest the information. The purpose of the…

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Game Of Thrones: Winter Is Coming 05-10-19

Written by Lance Roberts | May, 11, 2019

Market Review & Update Game Of Thrones Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Market Review & Update As we discussed…

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Beware Of The ‘Permanently High Plateau’ Fallacy

Written by Jesse Colombo | May, 8, 2019

Last week, venture capitalist Chamath Palihapitiya said that central banks have virtually eliminated recessions through their aggressive monetary stimulus programs such as quantitative easing (QE) and record low interest rates…

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Inflation: The Fed’s False Flag

Written by Michael Lebowitz | May, 8, 2019

“Don’t piss down my back and tell me it’s raining” –Clint Eastwood/The Outlaw Josey Wales On April 30, 2019, one day before the Federal Reserve’s FOMC policy-setting meeting, the Wall…

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Has The Fed Done It? No More Recessions?

Written by Lance Roberts | May, 6, 2019

“Wow!” That is all I could utter as my brain spun listening to an interview with Chamrath Palihapitiya on CNBC last week. “I don’t see a world in which we…

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Never Hurts To Ring The Cash Register 05-03-19

Written by Lance Roberts | May, 4, 2019

Market Update & Review Never Hurts To Ring The Cash Register Portfolio Management Guidelines Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha…

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The Bull Is Back…But Will It Stay? 04-26-19

Written by Lance Roberts | Apr, 27, 2019

The Bull Is Back, But Will It Stay? Millennial Soccer Quick Note On Q1-GDP Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha…

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About That First Quarter GDP 3.2% Surprise

Written by Mike Shedlock | Apr, 27, 2019

Real GDP rose 3.2% in the first quarter aided by a questionable measure of inflation. The BEA’s Advance Estimate of First Quarter 2019 GDP is 3.2%. The Bureau’s first-quarter advance…

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Where Is Inflation Hiding? In Asset Prices

Written by Jesse Colombo | Apr, 15, 2019

A very dangerous fallacy has taken the world of economics by storm over the last several years: the idea that there is very little inflation in the U.S. economy, therefore…

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Make Stock Buybacks Illegal? 04-13-19

Written by Lance Roberts | Apr, 13, 2019

Market Review – Market Climbs Above 2900 Make Stock Buybacks Illegal? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha WE NEED YOU!…

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