by pentoport | Aug 28, 2025 | Commentary
August 28, 2025 President Donald Trump fired Fed Governor Lisa Cook on Monday due to allogations of mortgage fraud. I say, while he is at it, he should also fire Fed Chair Jerome Powell and the rest of the merry band of money printers immediately due to gross...
by pentoport | Jul 31, 2025 | Commentary
July 31, 2025 The debt spiral in the U.S. is an accelerating crisis that is threatening our standing as the predominant world power. Surging deficits are being combined with massive rollovers from our existing humongous debt pile. This is compounding into untenable...
by pentoport | Jun 23, 2025 | Commentary
The US debt-to-GDP ratio is currently at 123% and is projected to reach 140% by 2029. Annual deficits now equal 6.4% of GDP, and the Congressional Budget Office forecasts that the deficit will rise to 9% of GDP, or $2.7 trillion, by 2035. The interest payments on US...
by pentoport | May 22, 2025 | Commentary
May 22, 2025 We find it mandatory to now put a bright spotlight on America’s dire fiscal condition. The National debt rose from less than $6 trillion in 2000 to over $37 trillion today. Our debt is now 720% greater than our annual revenue. The Nation’s...
by pentoport | May 1, 2025 | Commentary
May 1, 2025 The S&P 500 is now trading at 21x the projected earnings growth rate of 9% in 2025. That is an extremely rich multiple on a very optimistic earnings growth rate, given the fact that US GDP shrank during Q1. And, that shrinkage will soon be combined...
by pentoport | Apr 17, 2025 | Commentary
April 17, 2025 The US 10-year Benchmark rate jumped by 50 bps in just the 5 days from April 7th to the 11th. That is a very unusual and humongous move in such a short period of time. The question is, why would that volatility occur in the context of a slowing economy,...