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Archives by Year:
Revealed Preference
Image Source: PexelsWatch what they do, not what they say. Government officials frequently tell us that global warming is an existential threat. And yet when it comes to public policy, the issue is treated almost as an afterthought. For example, the US currently blocks the importation of Chinese electric cars. If BYD’s excellent and very inexpensive […]
Many Capitalisms
Image Source: PexelsNeither “capitalism” nor “socialism” seems to me well-named. As I’ve noted here in the past, my experience is that most Americans who favor “socialism” don’t actually favor the dictionary definition of government ownership of the means of production, but instead favor something resembling a Scandinavian approach to government taxes and spending. However, the Swedes themselves–who after […]
The Price And Income Elasticities Of US Trade Flows
Image Source: PexelsJW Mason asserts that, in focusing on the real exchange rate, I’m on the side of relative prices being the primary determinant of flows. Here is one of the big cleavages between orthodox and (Post) Keynesian approaches to international economics: are trade flows mainly driven by relative prices, or by demand? On the contrary, I […]
VOO Versus VOOG – Which Is Better For Your Portfolio?
Image Source: Pixabay It’s time for the battle of two popular ETFs, VOO versus VOOG but which is better?Investing in exchange-traded funds (ETFs) is a popular way to diversify a portfolio, and Vanguard offers two standout options: VOO (Vanguard S&P 500 ETF) and VOOG (Vanguard S&P 500 Growth ETF).Both are tied to the S&P 500, but they cater to different investment strategies. Let’s […]
Rates, Dollar, And Economy
Image Source: Pexels Financial market outlooks at start of 2025.Video Length: 00:20:16More By This Author:Dawn Of A New Era Bifurcated Stock Market PCE Buy Signal For Stocks
Q4 Earnings Season Looms: A Preview
Image Source: Unsplash The first earnings season of the New Year will get underway on January 10th, with the big banks reporting results for the last quarter of 2024.The expectation is that 2024 Q4 earnings for the S&P 500 index will be up +7.6% on +4.7% higher revenues. This would follow the +8.3% earnings growth in Q3 […]
Stock Market And Budget Projections: Do The Numbers Add Up?
It’s been a while since we’ve had Mr. Arithmetic here, but with Donald Trump coming back to the White House, we may need him around. The immediate reason for consulting his expertise is the projections for big stock market gains in 2025.It seems the median forecast is for the S&P 500 to rise by roughly 10 percent […]
Stocks And Precious Metals Charts – Otherworldly
Trading for the new year starts next week in earnest. This week was for the junior traders who for the most part just following orders.The commentary on the mainstream media, including financial television, is otherworldly.It will be interesting to see how January goes this year.Have a pleasant weekend. More By This Author:Stocks And Precious Metals Charts […]
Small Banks Suffer Big Deposit Outflows As Money Market Funds Hit Record Highs Into Year-End
Money market assets surged again in the last week of 2024 to a new record high of $6.848 trillion and at the same time money flowed into bank deposits for the fifth straight week, recovering all the outflows from the SVB crisis…Source: Bloomberg On a seasonally-adjusted basis, banks saw $58.5BN of deposit inflows (after 3 weeks […]
Enjoy The Bounceback… And Get Ready For Another Smack
Image Source: Unsplash Markets were up strongly today, bouncing back from this week’s beatdown.But here’s the thing. Correlation is high and still increasing. I’ve talked a lot about this recently. Correlation is tricky stuff. When you see stocks moving with no headline or hard, identifiable event driving that move – that’s correlation.And what it takes up, […]
