Bull, Bear, What’s Happening Here?
Two problems I identify insure U.S. inflation will not be well behaved anytime soon. Fed policy is still too accommodative.
May 2, 2024
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Here We Find How Stuff Works
Is a Banking Tanking in the Cards?
With more than 4,100 active banking charters & 4,760 credit unions, does America need 9,000 banks?
March 7, 2024
Do Numerals Hold Keys to the Universe?
Here I uncover what many have not considered, that unique relationships exist between whole numbers. Now how can we use this information?
March 1, 2024
When “Reality” Becomes Difficult to Find
This from fake news and market pundits – “expect a multitude of rate cuts” in 2024. Wait, what backdrop is necessary for this to occur?
December 25, 2023
The Answer is Progress, or Else!
I feel as if Adam Smith was sending me a message. A guy that studied Economics at the graduate level had to witness this man who defined the virtues of Capitalism get shit on?
November 20, 2023
You Are Entering a “Crypto-Free” Zone
The Security and Exchange Commission, headed up by Leftist Gary Gensler is about to place a stamp on approval of the first “Exchange-Traded” Crypto Fund.
October 30, 2023
There’s a Silent Killer on the Loose
I sure hope our Federal Reserve gets more aggressive and “takes the medicine” by unloading their balance sheet. Let’s get the inevitable over and done with!
October 25, 2023
A First Impression is [almost] Everything!
I can’t take someone serious when they’re sporting a nose ring. It’s 2023 A.D., not 203 A.D. so I’m trying to understand.
October 11, 2023
It’s Dinosaur “Rib” Amazing!
From the very First Bite you will know you have finally arrived… this is what being a Carnivorous Man is all about.
October 9, 2023
No Time for “Fuzzy” Math…
Interest Rates are not high “historically” though you might be right now, high that is… read what’s really troubling U.S. stocks.
September 28, 2023
File Most Opinions Under “T”, for Trash
I can’t think of a time when pundits expressed this wide a range of views, don’t believe most of them. What I do believe in is my prediction – the Fed’s terminal rate will be 7%.
September 5, 2023
When Bank Stocks Call in Sick…
During real bull markets everyone becomes a genius and we tend to forget that the business cycle remains alive and well. When bank lending is shrinking and loan loss reserves are climbing that should send off alarm bells that things are not copacetic.
August 10, 2023