- Economics
Cognitive Dissonance
Jul 24, 2020Read MoreThe S&P 500 continues to grind higher, and it is now just 3.5% away from the all-time high posted in February. As is usually the case with bull markets, go…
- Stock Market
Vees, Checks, and Convergences
Jul 16, 2020Read MoreFor the markets as a whole, the summer has been pretty good. In the last three weeks, the S&P 500, Dow, and NASDAQ indices have all seen gains of over 7%, …
- Economics
A Massive Shock
Jul 10, 2020Read MoreFor this week's Market Commentary, I am attaching an excerpt from the second quarter edition of The Farr View. If you would like to read the full piece, pleas…
- Investment Strategy
Banks Go On Defense
Jul 1, 2020Read MoreSteady growth in consumer spending is the key to a robust US economy, and right now the outlook doesn't look all that promising. We discussed in our June 18 M…
- Investment Strategy
The Nifty FAANGs
Jun 25, 2020Read MoreAt the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small …
- EconomicsStock Market
Closing The Gap
Jun 19, 2020Read MoreIt appears that the S&P 500 has settled into a trading range after making a run at its all-time high earlier this month. The index currently sits about 8%…
- Monetary Policy
Which Is the Boogeyman, Inflation or Deflation?
Jun 11, 2020Read MoreThe moderate inflation we were experiencing prior to the COVID-19 outbreak has fallen off a cliff. Yesterday we received word that the Consumer Price Index (C…
- Economics
The Paradox of Thrift
Jun 4, 2020Read MoreWe received some fairly stunning data out of the Bureau of Economic Analysis (BEA) last Friday. The government agency reported that Personal Income rose at a …
- Economics
China Tensions Could Kill This Bullish Recovery
May 28, 2020Read MoreBy Michael K. Farr and Dan MahaffeeThe world's second-largest economy suspended guidance on its gross domestic product for the first time in 25 years, citing p…
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