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...
The last time the Fed hiked the Fed Funds Rates above 2.25% was Sept 27th 2018. It was also doing just $45 billion per month of...
The intractable inflation seen in the June CPI print isn’t all about some aberrant spike in food and energy prices. Core CPI (ex food and energy)...