by pentoport | Jul 19, 2024 | Commentary
July 1, 2024 Global debt has soared to a record $307 trillion, rising by a staggering $100 trillion over the past decade, and now represents 340% of world GDP. This is why there is no easy escape from the upcoming recession. The salve to bring economies back after a...
by pentoport | Jun 14, 2024 | Commentary
June 14, 2024 How can we know for sure the stock market is in a bubble? NVIDIA (NVDA) has been up 155% year to date; its market cap is over $3 trillion. The company has gained the equivalent of Amazon in just six months. And it is responsible for just over half of the...
by pentoport | May 23, 2024 | Commentary
The recent spate of economic data continues to point to a weakening economy but one that is not yet precipitously falling into recession. The Philly Fed Index was released late last week. The diffusion index for current general activity declined 11 points to 4.5 in...
by pentoport | Apr 19, 2024 | Commentary
April 19th 2024 Powell and the FOMC are pining for rate cuts and to end Quantitative Tightening even though inflation is the most salient issue for businesses, according to the NFIB and ISM surveys. The Fed is still talking about several rate cuts this year and...
by pentoport | Jan 26, 2024 | Commentary
January 26, 2024 The Inflation Deflation and Economic Cycle Model measures the liquidity impulse from fiscal and monetary policies. This is how we determine what will occur with the ROC of inflation and economic growth. The current liquidity factors that must be...
by pentoport | Jan 5, 2024 | Commentary
January 5th 2024 This year promises to be one of the most interesting years economically, politically, and market-wise in history. We have two significant global conflicts/wars ongoing, just as President Xi of China is reiterating his promise to annex Taiwan, and Kim...
