- 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…
- Fiscal Policy
Checking in on the Finances
May 25, 2020Read MoreThe Congressional Budget Office released its Interim Economic Projections yesterday. Although the projections aren't out of line with many other estimates we'v…
- Investment Strategy
My Pandemic Portfolio
May 14, 2020Read MoreMy friend and investor RJ Lewis provoked a discussion on social media this week. He brought up a point made recently by Ray Dalio, the high-profile money mana…
- Stock Market
Are You a Bull or a Bear
May 7, 2020Read MoreThere are two prevalent views on Wall Street and Main Street: Bulls, who view the huge amount of liquidity from government stimulus checks, loans and spending,…
- Stock Market
Beware of the Complacency!
Apr 30, 2020Read MoreStock prices are "melting up" again. The S&P 500 is up a staggering 34% since the low about 5 weeks ago. The strong bounce is based on hopes for a speedy…
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