Previously we discussed Modern Monetary Theory (MMT) and its one limitation of inflation. However,...
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Technically Speaking: Past Performance Is A Guarantee?
"Past Performance Is no guarantee of future of results." Such is the disclaimer below every...
A Grossly Defective Product. How Strong Is The Economy Really?
The recent release of the Q2-2021 GDP report, while strong, left much to be desired. Is it really a...
Market Rally Continues As Earnings Beat Estimates
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
Krugman’s Delusion: The Difference Of Theory Versus Reality.
In a recent interview with Business Insider,ย Paul Krugman's delusion was evident as the difference...
Technically Speaking: The Markets Next “Minsky Moment”
Hymen Minsky theorized that long periods of bullish speculation create excesses generated by...
Earnings, Multiples, & Untold Truths About Forward Valuations
Earnings up, multiples down. Such seems to be a straightforward rationale for why investors should...
Bulls “Buy The Dip” But Is The Risk Really Over?
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: Shortest Recession In History Sets Up Next Recession
The recession of 2020 was the shortest in history. Given the recession was cut short by record...
Technically Speaking: Hedge Funds Ramp Up Exposure
The "Fear Of Missing Out" has infected retail and hedge funds alike as they ramp up exposure to...
Knowledge Vs. Experience: Why Most Investors Wind Up Losing
This time isn't different. Knowledge vs. experience. When it comes to investing, such is what...
Earnings Season Kicks Off With Markets Priced For Perfection
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
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