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Do you want to know what is really plaguing the entire banking system? A plethora of high-risk loans was made when money was virtually free during...
Despite the Fed's backstop, First Republic bank shares just plunged by 50% to reach a record low and are down 93% YTD. The troubled bank is...
This record increase and level of debt was issued in conjunction with an unprecedented $5 trillion increase in money printing in the two years following the...
It is nonsense to argue about whether the economy and stock market will have a soft landing or one that doesn’t land at all. Both views...
The bottom line is that the US economy should be in recession by the second half of 2023. To re-emphasize why the soft-landing is a myth,...
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...
We often hear that the American consumer and corporations are in much better shape due to the amount of deleveraging that has taken place. Hence, they...
Peak inflation and lower borrowing costs are great news for equities in the medium and longer term. Nevertheless, buying stocks into the teeth of a recession...