Category Archives: Investing

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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The Run For The Roses

Written by Lance Roberts | May, 17, 2019

The recent running of the Kentucky Derby marks the time of year of horse racing’s prestigious Triple Crown and everything that goes along with it. Temperate spring weather, increasingly beautiful…

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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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Opportunity Of Misplaced Inflation

Written by Seth Levine | May, 15, 2019

The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly they act. Neither lowering interest rates to…

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Valuations, Returns & The Real Value Of Cash

Written by Lance Roberts | May, 13, 2019

Since the beginning of 2019, the market has risen sharply. That increase was not due to rising earnings and revenues, which have weakened, but rather from multiple expansion. In other…

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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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