Here We Find How Stuff Works

The Merger, and What That Signals ~

Two very large grocery store chains are discussing a merger? My antenna goes up when I hear about proposed mergers. I mean it must be tough in the food business these days when two large general grocers without a niche market, companies like Kroger and Albertson’s discuss a merger.

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A Hard Hat Exclusive!

Why do we trust people more when they’re wearing hard hats? When I see someone wearing a hard hat the first thing I’m thinking to myself is “should I be wearing one of those too”?

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U.S. Recession or Not?

Are you one of the millions of Americans contemplating whether or not the U.S. Economy is now in a Recession? I’ll answer that question with the following News Report: People are robbing Dollar Stores now! I’m LMAO!

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Unwrapping American Capitalism

The take away from this exercise is to understand that government spending, along with increased tax burdens, can eventually crowd out personal consumption and investment, and result in reducing future growth.

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U.S. Interest Rates and “Critical Mass”

The Implied P/E Expansion Model is a simple quick-test to assist in determining whether current valuations in the U.S. stock market [in aggregate] make sense given the level of interest rates. What’s funny about this is that 15 years ago I wrote that the “normal” 10-year Treasury yield was 7.5-8%!

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U.S. Stock Markets, I’ll “See You in September”

Inflation will continue to roar @ 15% [including food and energy]. The next Fed rate meeting is not until September. Given the highest runaway inflation since the 1970’s, the Fed will need to deliver yet another large hike in rates. How is that compatible with growth stocks?

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