Government interventions like central bank liquidity injections have inflated market bubbles, setting us up for inevitable busts which are only further exacerbated by government policies and...
The Fed's interventions in financial crises, such as the 2008 global financial crisis, have expanded the money supply and fueled debt growth. Today, global debt stands...
Highlight at the end of the week was Fed Chair Jerome Powell speaking at the annual Jackson Hole, Wyoming symposium. He was a bit hawkish so...
We can compare any period of a data series with any other when using the Bear’s Eye View technique. Let’s now compare the four decades our...
The Fed is likely to increase their forecast for the Fed Funds Rate to 5% in 2023. However, this could be a risky move as it...
This fiscal and monetary tightening will cause nominal GDP to grow much slower and will lead to S&P 500 EPS to contract starting in Q4 of...
Given the extent of asset bubbles and the level of debt in the economy, depression is a real possibility. And an equity market collapse from these...
Rebounds occur in bear markets all the time. They usually fail. Against the background of rising inflation both the Bank of Canada (BofC) and the European...
I have to admit; an index of market capitalization, as compared to an average of share prices is the way to go. That was until the market...
A more aggressive monetary policy by the Fed, while the European Central Bank (ECB) maintains a slower pace of rate hikes, as has been the case...