When Overvalued and Dangerous Markets Meet Stagflation

by pentoport | Apr 29, 2019 | Commentary

April 29, 2019 To put into perspective how overvalued and dangerous the US market has become; I often cite the figure of total market cap to GDP—currently 145% of the economy. How high is 145% of GDP? It is a full 30% higher than it was before the start of the Great...

Mid-Week Reality Check – 4/24/19

by pentoport | Apr 24, 2019 | Podcasts

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Global Bond Bubble’s Ultimate Culmination

by pentoport | Apr 22, 2019 | Commentary

April 22, 2019 Historically speaking, a normal Fed tightening cycles consist of raising the Fed Funds Rate (FFR) by 350-425bps. It is at that point that the yield curve usually inverts–thus, disincentivizing future lending and closing down the credit conduit. At...

Mid-Week Reality Check – 4/17/19

by pentoport | Apr 17, 2019 | Podcasts

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Mid-Week Reality Check – 4/10/19

by pentoport | Apr 10, 2019 | Podcasts

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LYFT Mania is Wall Street’s Dead Canary

by pentoport | Apr 8, 2019 | Commentary

April 8, 2019 Recently, Wall Street has been myopically focused on the IPO of a ride-sharing company called Lyft, which by the way, is hemorrhaging money. Since investors have become much less concerned about profits and valuations, this offering was an incredible 20...

Mid-Week Reality Check – 4/3/2019

by pentoport | Apr 3, 2019 | Podcasts

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Mid-Week Reality Check – 3/27/29

by pentoport | Mar 27, 2019 | Podcasts

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China Can’t Save the Global Economy Again

by pentoport | Mar 25, 2019 | Commentary

March 25, 2019 China has acted as part of the life support system for the global economy during the past two decades. The other part being comprised of central banks. When the Tech Bubble burst back in 2000, China began printing and borrowing an incredible amount of...

Mid-Week Reality Check – 3/20/19

by pentoport | Mar 20, 2019 | Podcasts

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