The debate between inflation and deflation/disinflation is inherently uncertain. Not only are the assumptions behind each case credibly at risk of being invalidated, but the narratives behind each case are also inherently unpredictable.
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In December of 2019, I wrote about Dimon’s delusional view of economic realities. In 2021, after another bailout, his views remain detached from what the vast majority of American’s experience.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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This article will help understand what drives inflation. Being a step ahead of the markets inflationary thinking is critical to investment success.
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As markets surge to record highs, analysts are rushing to ratchet up earnings estimates as optimism explodes. Is it already “priced in” to the markets?
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Recently, the March jobs report showed a whopping 916,000 new jobs. Interestingly, there were some anomalies in the data and millions missing from the official count.
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Lacy Hunt at Hoisington Management has some interesting thoughts regarding the inflation debate and the potential for decelerating inflation.
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More debt equals less growth. In October, I discussed the “2nd Derivative Effect” and the ongoing cost of the stimulus. With the passage of the $1.9 trillion “American Rescue Plan,” will the math of debt to growth change?
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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Consider the post-pandemic retirement survival guide an awakening—a way to look at your retirement plan with a fresh perspective.
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This article will help understand what drives inflation. Being a step ahead of the markets inflationary thinking is critical to investment success.
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Despite the recent correction in the markets, leading to a hedge fund imploding, investors remain exuberant. The hopes for more stimulus, government spending, and Fed liquidity displace fears of a correction.
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In retail investing, do the “blind lead the blind?” Young investors are currently very “Long Confidence And Short Experience.” A recent survey by MagnifyMoney dug much deeper into the subject.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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S&P 500 Monthly Valuation & Analysis Review. A deep dive into the fundamentals which drive long-term returns from J. Breet Freeze.
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Home prices are running rampant. The national level average year-over-year increase is 11.2%. The Fed does not see this or count it if they do.
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Today, economic leaders base policies on a hoped-for utopia with bubbles called ‘growing markets’ and greed termed ‘good valuations’.
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Zen-like awareness of the investment environment and mindset of other investors allows us to run with the bulls and hide from the bears.
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With weekly “sell signals” close to turning, the downside risk is limited due to liquidity flooding into the market. While volatility has prevailed the markets have made little headway since February. More importantly, dips continue to be readily bought.
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Unlike the New Deal, Biden’s American Rescue Plan will only help the poor for one year. As is always the case, socialistic policies, sound great in theory, but rarely work as expected in reality.
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Could a “financial transaction tax” be a good thing for investors if it slows down the frequency of trading and reduces predatory Hedge fund practices?
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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“Trading time” as a non-linear, fractal distribution is an interesting observation of an investing framework in fast-moving markets.
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Warren Buffett’s view of the glory days as part of the much-awaited letter to shareholders. It provided a typical mix of transparent reporting of business results, dollops of investment wisdom, and occasional witticisms.
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Contrary to popular belief aggressive monetary policies funding immense fiscal spending widens the wealth gap and slows future economic growth.
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The end of the value trade may be near as investors push prices beyond economic growth expectations. The chase for “value” has left little margin of safety.
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After a decade of monetary interventions and artificially suppressed rates, the wealth gap has exploded. With no return on cash the Fed has forced investors to take on excess risk.
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With the measure of money in the system, known as M2, is skyrocketing, is there a real threat of hyperinflation and a return to Weimer, Germany.
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Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs, newsletter, podcasts, the daily radio show and commentary from RIAPRO.NET.
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A review of the past 40 years reveals sudden spikes in interest rates and financial problems go hand in hand.
The question for all investors is how big a spike before the proverbial hits the fan again?
