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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Mid-Week Reality Check – 12/16/20

by pentoport | Dec 16, 2020 | Podcasts

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Land Mines

by pentoport | Dec 14, 2020 | Commentary

December 14, 2020 When the market cap of equities reaches 183% of GDP and government bonds yield near 0%, or even less overseas, the notion that one can just buy and hold a balanced portfolio is extremely dangerous. The minefield is not packed with IEDs; it is...

Mid-Week Reality Check – 12/9/20

by pentoport | Dec 9, 2020 | Podcasts

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Mid-Week Reality Check – 12/2/20

by pentoport | Dec 2, 2020 | Podcasts

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Pre-COVID Economy Wasn’t All That Great

by pentoport | Dec 1, 2020 | Commentary

December 1, 2020 The stock market and economy appear to be doing ok for the moment, as the incredibly dangerous bubble inflates further. This optimism is predicated on a plethora of COVID-19 Vaccines, projected to bring the economy back to its pre-COVID state of...

Mid-Week Reality Check – 11/25/20

by pentoport | Nov 25, 2020 | Podcasts

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