Mid-Week Reality Check – 11/17/21
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Mid-Week Reality Check – 11/10/21
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Interest Rate Normalization is Impossible
November 8, 2021 Stagflation is undermining the U.S. economy, and that poses a huge problem for Mr. Powell and his merry band of money printers. Inflation is running at a pace that is just about 3x faster than real GDP growth–a figure the Fed can no longer...Mid-Week Reality Check – 11/3/21
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Mid-Week Reality Check – 10/27/21
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Mid-Week Reality Check – 10/20/21
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Mid-Week Reality Check – 10/13/21
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The Demand Shock of 2022
October 11, 2021 Investors are growing cautious as we approach the fourth quarter, and their trepidation is justified. Here’s a brief summary of the situation: there is a potential global financial crisis stemming from the Chinese property market meltdown, supply...Mid-Week Reality Check – 10/6/21
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Mid-Week Reality Check – 9/29/21
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