Market Review & Recap The Goldilocks Warning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Can you help me? I would appreciate…
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Commercial and industrial (C&I) loan activity is watched closely by economists to gauge the strength of the economy and estimate where we are in the business cycle. C&I loans are…
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For the first time since the Global Financial Crisis, Turkey has officially entered a recession after GDP fell 2.4% in the fourth quarter of 2018 and 1.6% in the third…
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One of the most highly debated topics over the past few months has been the rise of Modern Monetary Theory (MMT). The economic theory has been around for quite some…
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What Do Central Banks Know? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha In last week’s missive, we discussed a critical point…
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Knight Frank’s latest annual Wealth Report just came out and is full of interesting data. What stood out to me, in particular, is the statistic that showed that the global…
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Since the beginning of the year, the market has rallied sharply. That rally has been fueled by commentary from both the Trump Administration and the Federal Reserve of the removal…
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The OECD recently published a paper called “Corporate Bond Markets in a Time of Unconventional Monetary Policy,” which showed that outstanding global corporate debt has surged over the past decade…
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As the current economic cycle becomes increasingly long-in-the-tooth and macroeconomic and earnings data deteriorate, it is time to start thinking about the next recession. In particular, I wanted to point…
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British pound futures have been declining against the US dollar since November 2007. Over that period the pound has fallen from a high of over $2.10 US dollars per pound…
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Earlier this month, I penned an article asking if we “really shouldn’t worry about the Fed’s balance sheet?” The question arose from a specific statement made by previous New York…
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As seen on Forbes by RealInvestmentAdvice.com’s Jesse Colombo: “America’s Wealth Inequality Is At Roaring Twenties Levels.” With the 2020 presidential race kicking off and the election of a new crop…
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Leading up to and following the passage of the Tax Cuts and Jobs Act (Trump Tax Cuts) I wrote a lot of analysis on the fallacy of tax cuts, why…
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Like many countries, China attempted to rein in its debt growth over the past couple years, but ultimately gave up and is now back to piling on even more debt….
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Now that the stock market is in an uptrend again, President Trump is back to praising the market’s performance: President Trump’s stock market cheering has always irked me due to…
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Just recently, I spoke with Andrea Riquier, MarketWatch’s reporter on housing, about the issue of affordability and current housing trends in the U.S. (Subscribe To Our Channel To Get Access…
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Bulls Charge Into Economic Slowdown 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Last weekend, we discussed the two things driving the markets currently: “The first…
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Bill Gates recently tweeted a chart (see below) that showed the percentage of the world population living in extreme poverty since 1820. Thankfully, there has been a tremendous improvement in…
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Yesterday, Michael Lebowitz wrote an interesting piece discussing the “yield curve” and the message it is sending. To wit: “Recently, Wall Street and the Financial Media have brought much attention…
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Recently, Wall Street and the Financial Media have brought much attention to the flattening and possible inversion of the U.S. Treasury yield curve. Given the fact that an inversion of…
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