Tag: u.s. economy
History Warns Federal Reserve Will Raise Rates More, Not Less
“Currently, the December 2019 Fed Funds futures contract implies that the Fed will reduce the Fed Funds rate by nearly 75 basis points (0.75%)...
What is the Federal Reserve Hiding?
“The most inappropriate monetary policy that I’ve seen maybe in my lifetime.”- Paul Tudor Jones on the Federal Reserve via CNBC
The Federal Reserve has...
Why Persistent Inflation Poses Threat To Stock Market
Some inflation data points for you to ponder:
- Inflation is running hot at 5.4%.
- The unemployment rate less “quitters” is 1.9%.
- QE is still...
China Plays The Long Game While U.S. Blows Bubbles
China is taking multiple actions to boost productivity and sustainably strengthen its economy. If successful, China’s efforts come at the expense of the U.S....
Legacy Transportation Impacted By Micro-Mobility, Work From Home
The way we move about has changed dramatically throughout the past century.
The advent of the automobile in the early 1900s brought with it many...
The Fed Speaks Loudly And Carries a Feather
“Speak softly and carry a big stick” President Theodore Roosevelt on foreign policy.
In other words, let your actions, not your words set the tone.
It...
Why Jobs Growth Could Make or Break the Stock Market
The jobs market is growing with more companies offering higher wages and increased benefits.
For instance, Walmart increased its average minimum wage to $16 an...
What a Miami Stripper and Fiscal Elephant Have In Common
“Banks have conditioned us to trust them, and what have we got from that?” – Mark Baum (Steve Carell)- The Big Short.
In his book...
Are Consumer Sensitive Stocks Nearing Overbought Sell Signal?
One of my early investment lessons, via a good old fashioned book, really helped differentiate between the financial news and actual investing.
The financial news,...
Shopping Mall Traffic Returns – But Is It Sustainable?
As vaccinations increase, and economies reopen, consumers are becoming more comfortable returning to pre-COVID activities.
One notable activity was visiting shopping malls, and data shows...










