Mid-Week Reality Check – 1/27/21

by pentoport | Jan 27, 2021 | Podcasts

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Interest Rate Threshold Keeps Dropping

by pentoport | Jan 25, 2021 | Commentary

January 25, 2021 Initial Jobless claims totaled 900,000 for the week ending January 16th, after shedding 965,000 in the week prior. These numbers are over four times greater than they were a year ago. I find this to be not only sad but also remarkable in that we are...

Mid-Week Reality Check – 1/20/21

by pentoport | Jan 20, 2021 | Podcasts

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Mid-Week Reality Check – 1/13/21

by pentoport | Jan 13, 2021 | Podcasts

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Mid-Week Reality Check – 1/6/21

by pentoport | Jan 6, 2021 | Podcasts

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Taper Nervous Breakdown

by pentoport | Jan 4, 2021 | Commentary

January 4, 2021 The next time the Fed reduces its bond purchase program the market reaction should be more like a nervous breakdown rather than just a tantrum. First let’s review a bit of the historical histrionics surrounding the initial Taper Tantrum. Back in...

Inflation Blinders

by pentoport | Dec 31, 2020 | Commentary

December 31st, 2020 While the Fed is desperately trying to ignite the spark of inflation, the wildfire it created rages uncontrolled. The conflagration can be easily spotted when looking at asset prices. But remember, the Fed doesn’t count surging asset prices as...

Mid-Week Reality Check – 12/30/20

by pentoport | Dec 30, 2020 | Podcasts

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Take the Under on 2021 GDP

by pentoport | Dec 28, 2020 | Commentary

December 28, 2020  Wall Street is universally bullish on the economy and stock market for 2021. For example, Morgan Stanley is on record predicting the U.S. economy will expand by 5.9% next year. The stock market has front-run this optimism. The most important...

Mid-Week Reality Check – 12/23/20

by pentoport | Dec 23, 2020 | Podcasts

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