Tag: economic data
Inflation Is Stirring Beneath The Market’s Surface
With nominal bond yields now back to levels on par with before the onset of the pandemic, one of the most important questions for...
2021 U.S. Economy: Early In New Cycle… Or Late Cycle Still?
Analyzing the U.S. economy and broader economic landscape for developed countries is a bit complicated right now.
Every economic cycle is different so there is...
The Federal Reserve Is Juicing Stocks
We came across the following bullet points from a Seeking Alpha article titled- The Fed is not Juicing the Stock Market.
It makes for a great...
Is Mr Market Right To Price In Economic Perfection
The Sopranos- Season 1 Episode 5 “College”
Meadow Soprano speaking to her father Tony: “Are you in the mafia?”
Tony: “That’s total crap. Who told you that?”
Meadow: “I lived...
DoorDash IPO Spotlights Growing Food Delivery Industry
"Innovation works best when there's a problem to solve." - Matt Maloney
Pizza has long dominated the food delivery scene, comprising a large share of...
2020 Financial Markets… the Worst & Best of Times
2020… Worst of Times
At the start of the new decade, markets are fraught with uncertainty: global economic growth looks poised to slow, forecast corporate...
What Does A Post-COVID World Look Like?
"Innovation is the only way to win." - Steve Jobs
It's no surprise that COVID-19 has caused the world to take a detour. Throughout the...
Movie Theaters Crash As Digital Wins The Day
"Companies rarely die from moving too fast and they frequently die from moving too slow" - Reed Hastings
A popular activity among consumers is going...
The Coronavirus Recession Is Like No Other
From the very beginning, this recession was destined to be like no other. Coronavirus, lock-downs, gradual re-openings, partial shutdowns, etc...
For comparison, a normal recession...
Is The U.S. Economic Recovery Sustainable?
One would think that with unemployment around 10%, you would be hard pressed to find positive economic data.
This economic cycle – if we can call...









