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Macro Thoughts

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market bears

Pitchforks Ahead or Just Market Bears Running in Circles ?

Pitchforks Ahead or Just Market Bears Running in Circles ?   Below, we consider the timeless struggle of market bears

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US Stocks

Global War—Good For US Stocks?

  Below, we look at the ironic implications of global war, global debt, and inflationary conditions as a potentially bullish

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rising yields

Drowning in Debt: Will the Market Yield to Rising Yields?

Below, we continue our analysis of US debt and rising yields. More Pork… I’ve been watching the waves lately, but

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bond and stock markets

Is the Ice Thinning Beneath the Bond and Stock Markets?

  Below, we continue our look at more data on yields, bond and stock markets, inflation and the increasingly thin

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market crisis

The Perfect Market Storm— Market Crisis and Opportunity Ahead.

Market Crisis Below, we look at the convergence of Quantitative Tightening, pending US Treasury debt expansion and a long-in-the-tooth business

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Recession concerns

Recession Concerns: The Main Street Economy vs. Wall Street Bubble.

Recession Concerns Below we look at the inverted relationship between the Main Street economy and the Wall Street bubble in

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Keynesian

GDP, Keynesian v. The Austrian School and the Rocks Beneath this Market Wave

GDP, Keynesian v. The Austrian School and the Rocks Beneath this Market Wave Below we look at the recent GDP

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Bitcoin

Bitcoin. Investment or Gamble?

Bitcoin. Investment or Gamble? I recently toe-dipped into the Bitcoin topic in a blog posted on 12/7; and since then

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rational markets

China, Bitcoin and Rational Markets Losing Reason.

China, Bitcoin and Rational Markets Losing Reason. Below we look at: market euphoria (and loss of reason), how we got

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2017 Tax Reform Bill

Looking Under the Hood of the 2017 Tax Reform Bill

2017 Tax Reform Bill Below we look at the 2017 tax reform bill passed this week. As we quickly discover, it’s pretty

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