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Archives by Year:
“Cash Flow Is The Name Of The Game” Stock Market
Rotation I had the pleasure of joining David Lin on “The David Lin Report” this week. Our view is that conditions are similar to Oct 2023 where laggards abruptly flipped from non-stop pain to gaining massively in the following few months. I go into detail with David as to why we have this outlook and […]
Liberty & Inflation For All: Fireworks Shows Are Scaling Down
Image Source: PixabayWhile the cost of fireworks is down compared to last year, prices of just about everything else are way up. That means individuals are still buying fireworks to light off themselves, but the size and scope of municipal fireworks shows are being downgraded in many towns and cities across the country — and in some areas, have […]
S&P And Nasdaq Continue To Diverge From Russell 2000
The divergence between the S&P, Nasdaq, and Russell 2000 continues to expand. The former indices are accelerating in their bullish trend while the Russell 2000 wallows in itself.Having said that, it’s not all plain sailing. The S&P hasn’t yet reversed the ‘sell’ trigger in the MACD, but it’s getting there. The Nasdaq went a step […]
Charted: Automaker Sales By Region In 2023
Car companies are often global businesses, with operations in many regions around the world.To dig deeper into this topic, we visualized automaker sales by region, for 10 major brands. All figures were sourced from Motor1.com, and are based on 2023 sales. Data & Key Takeaways All of the data we used to create this graphic is […]
Macro: The Real Subject Is Nominal
Image Source: Pexels Happy 4th of July to everyone—especially to my stepfather, who earned a Purple Heart in Okinawa.Consider the following two definitions of macroeconomics: 1. Macro is the study of aggregate economic variables, including inflation, real output, unemployment, interest rates, and exchange rates. 2. Macro studies the effects of the market for the medium of […]
Inflation Hits The Grill: The Price Of A July 4th Cookout Keeps Soaring Under Biden
As memories of COVID restrictions are quickly fading, Americans are looking forward to proper, carefree Fourth of July celebrations this year.According to AAA, more than 70 million Americans will travel at least 50 miles this Independence Day week in order to celebrate with their friends and families – a new record.Aside from the obligatory fireworks, a proper […]
What Is Investment Risk?
Image Source: Pexels Understanding the risks implied for a portfolio is key for the success of an investment strategy. Nevertheless, most investors talk about the terms “general risk” and/or “market risk” when talking about investing in the securities markets. But literally no one explains what this means or refers to the specific risks which need to […]
‘No Chance’ Of Polish Rate Cuts This Year As NBP Governor Steps Up Rhetoric
Image source: Pixabay Inflation still a concern for Poland’s central bank Today’s press conference shows that the NBP Governor is focusing on the fight against increasing inflation in the coming months, associated with the gradual unfreezing of energy prices and continued high wage dynamics. The chances of any rate cuts this year are negligible despite the risks […]
We’re One Bad Treasury Auction Away From Trouble
Image Source: Unsplash Today’s guest wrote the book “Inflated: How Money & Debt Built The American Dream”.In it, he wrote: “The first rule of any fiat system is no fiscal deficit”.Well, the US — and virtually every other G7 country — is breaking that rule six ways to Sunday given the unprecedented record levels of deficit […]
Have We Been In Recession For Years?
Guest Post by Peter St. Onge from his SubstackHave we already entered a recession? Worse, have we been in a recession for years now?Recently I joined Jeff Tucker of the Brownstone Institute on an article about the Herculean task of trying to figure out what’s actually happening in the economy.Which is a challenge given every official economic number out there is […]
