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Archives by Year:
Consumption Per Capita Relative To Trend
Image Source: PexelsAre you better of than you expected four years ago? I use trend growth 2016-2019 to figure out what is “expected”.Figure 1: Consumption per capita in Ch.2017$, calculated using consumption divided by population (blue), and 2016-19 (stochastic) trend (tan). NBER defined peak-to-trough recession dates shaded gray. Source: BEA, Census via FRED, NBER, and author’s calculations.More By This […]
Amazon: The Steady Ship
Image Source: UnsplashFor all of its insanity in the late 1990s, Amazon has turned into a placid, stable, and frankly boring stock. That’s no problem for the bulk of people who are content to hold on to it for growth because there’s no doubt, they’ve metamorphized from a crazy startup to something more closely resembling Walmart.More […]
You Cannot Inflate The Debt Away
There is a popular meme that the government has an incentive to inflate because the same debt is worth less in real terms at a higher price level. If inflation is high enough, then the government (it is said) can make the debt go away. Inflation is, after all, a tax; doesn’t it then follow […]
Eclipse unveils Neon Stack to bridge the gap between Ethereum and Solana
Eclipse announced today the deployment of the Neon Stack technology, aimed at solving the compatibility issues between Ethereum and Solana ecosystems. The Neon Stack is a technology suite developed by the core Neon EVM team, which makes the Ethereum Virtual Machine (EVM) and the Solana Virtual Machine (SVM) interoperable.This integration of the SVM by Eclipse […]
Is The Housing Market Going To Crash?
Image Source: Unsplash Join host James Connor and real estate expert Loreen Gilbert, Wealthwise Financial CEO, as they discuss the latest revolving around real estate whether now is the time to rent or buy, and if we’ll ever see fixed 30-year mortgage rates slump down to 3%.Loreen shares own outlook on GDP numbers, interest rate expectations, […]
The Fed Is Giving Investors Fair Warning
Image Source: Pixabay Richard Maybury provides a realistic assessment: “…. Everybody is always trying to figure out what these people (The Fed) are afraid of at any given moment, so we can get ready for their actions against it.” Despite overwhelming evidence that inflation is nowhere close to the Fed’s 2% target, Chairman Powell continues to […]
Rates Spark: Payrolls Day, And It’s Potentially A Big One For Rates
Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate volatility. We think this one has the capacity to create a lot of discussion. Also, the back end of UST and Bund curves are tightly correlated, suggesting inflation risk from the US has been […]
Interest Rate Cuts Are Coming, Right?
Image Source: Unsplash Interest rate cuts are coming. We’ve been hearing that since the fall of 2023. Hasn’t happened. How come? More worrying for investors is what will happen, and how to prepare.In the fall of 2023, with inflation easing and the economy in general seemingly under control, it made sense for the Federal Reserve and […]
Apple Q2 Earnings: Iphone Sales Down 10%, $110 Billion Stock Buyback Announced
Image Source: Unsplash Apple Inc (Nasdaq: AAPL) is trading up in extended hours on Thursday after coming in ahead of Street estimates for its fiscal second quarter. iPhone revenue fell short of expectations The stock is gaining even though iPhone did not do all that well in Q2.The flagship handset generated $45.96 billion in revenue in […]
Stocks And Precious Metals Charts – Rally Into The Close
Stocks were under a bit of pressure early on but found their footing and rallied into the close.The VIX fell.The Dollar fell.Gold and silver were under pressure and recovered into the close, with silver showing its usual resiliency. The demand for silver in high-tech industrial applications is fueling increased use of bullion. And the central banks […]
