Weekly Market Pulse: Question Time
Special Note: Back in late March, I highlighted a charitable organization - Our Grounds - that I had had a very positive interaction with and asked that you consider donating. I also asked readers to [...]
Weekly Market Pulse: What Did He Say?
Coming into last week's FOMC meeting, Jerome Powell was expected to be hawkish. I know that because numerous articles in the financial press told me so which makes me wonder if the articles themselves affected [...]
Weekly Market Pulse: Be Careful What You Wish For
Be careful what you wish for lest it come true! - Various of Aesop's Fables Shinzo Abe was elected to a second term as Japanese Prime Minister in 2012 and launched his three arrows plan [...]
Weekly Market Pulse: Situation Normal
Is this normal? I haven't made any money in like two years. - Question from a recent acquaintance upon hearing what I do for a living Let's get this out of the way quickly. The [...]
Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?
Interest rates surged last week on the back of a hotter-than-expected inflation report that wasn't actually that bad (see below). Not that my - or your - opinion about these things matters all that much [...]
Market Morsel: Cash And Carry
Total bank credit (blue line) vs Nominal GDP (red line) and Real GDP (green line). A lot of "analysts" were saying that the big drop in the year over year change in credit was pointing [...]
Weekly Market Pulse: A New Paradigm?
Markets year to date have been a lot more interesting in the details than the headlines you get in the financial media. The narrative has focused almost exclusively on Artificial Intelligence and the stocks benefitting [...]
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