An Ounce of Prevention is NOT Worth a Quarter Point of Cure

by pentoport | Aug 5, 2019 | Commentary

August 5, 2019 With Inflation hovering around 2% and the level of unemployment at historic lows, the Fed is fully attaining its prescribed dual mandate of full employment and stable prices (now defined as 2% inflation rate). Given this, one would think Jerome Powell...

Mid-Week Reality Check – 7/31/19

by pentoport | Jul 31, 2019 | Podcasts

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The Fed is Further Fueling the Bond Bubble

by pentoport | Jul 29, 2019 | Commentary

July 29, 2019 Let’s dive right into why lowering interest rates at this point in the cycle will not provide much of a boost to the faltering global economy and may not be much help to the stock market either. The simple truth is that asset prices are far too...

Mid-Week Reality Check – 7/24/19

by pentoport | Jul 24, 2019 | Podcasts

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What the World Doesn’t Need Now is Lower Rates

by pentoport | Jul 22, 2019 | Commentary

July 22, 2019 The Q2 earnings season is upon us and the risks to the rally that started after the worst December on record at the close of last year is in serious jeopardy. We received a glimpse of this with some of the current companies that have reported. For...

Mid-Week Reality Check – 7/17/19

by pentoport | Jul 17, 2019 | Podcasts

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Mid-Week Reality Check – 7/10/19

by pentoport | Jul 10, 2019 | Podcasts

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Mid-Week Reality Check – 07/03/19

by pentoport | Jul 3, 2019 | Podcasts

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Mid-Week Reality Check – 6/26/19

by pentoport | Jun 26, 2019 | Podcasts

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Will Fed Easing Turn Out Like ’95 or ‘07?

by pentoport | Jun 24, 2019 | Commentary

July 15, 2019  You should completely understand that the market is dangerously overvalued and that global economic growth has slowed to a crawl along with S&P 500 earnings. However, you must also be wondering when the massive overhang of unprecedented debt levels,...