Tag: economic growth
Monetary Stimulus: How Much Is Too Much?
The amount of monetary stimulus increasingly imposed on the financial system creates false signals about the economy’s true growth rate, causing a vast misallocation...
Global Equities Still Riding Coattails of Economic Expansion
The Global Expansion Continues
In this post, I will focus on the positive forces that are driving the global economy... and the benefit its offered...
Echo Chamber: Why The Market’s Optimism Is Misplaced… Again
Echo Chamber
Since the U.S. economic recovery from the 2008 financial crisis, institutional economists began each subsequent year outlining their well-paid view of how things...
Market Insights: Is The “Trump Rally” For Real?
Summary: Although the US major stock markets are at or near all-time highs, the economic data signals continued US and global growth. My viewpoint...
Market Update: Federal Reserve Signals March Rate Hike
The S&P 500 Index (INDEXSP:.INX) rallied for the sixth week in a row and the Dow Industrials crossed the 21000 level for the first...
2017 Growth Prospects Have Bulls Running: What Could Go Wrong?
The market has been full of Big Surprises in the last year. From the worst start of any year in 2016 to the best...
Market Update: Adjusting To The New Economic Climate
Each money manager and/or investor has a process that helps them determine when, how and how much to invest.
The process that I use starts...
The Lowest Common Denominator: Debt
At a recent investment conference, hedge fund billionaire Stanley Druckenmiller predicted that interest rates would continue rising. Specifically, he suggested that, consistent with the...
Market Commentary: Recapping 2016 And Navigating 2017
Summarizing The 2016 Market Action:
Since the election, the economic data continues to show that the US economy is starting to grow. A growing economy...
Investor Optimism Spreads From Stocks To US Economy
The Dow Jones Industrials (INDEXDJX:.DJI) gained more than 3.0% last week and the Dow Transports hit a record high creating the backdrop for an...








