Monthly Archives: November, 2017

The Federal Reserve Wants You To Own Gold

By
By

At the time the Federal Reserve was doing its 3 rounds of QE and had a zero percent Fed funds rate, there were predictions by bearish investors and Austrian economists that inflation would run out of control. This hasn’t happened as inflation, measured by Core PCE or CPI, has stayed…CONTINUE READING

Is The Consumer Healthy Or Indebted?

By
By

Dire Or Choosing Not To Save? The health of the consumer is a hotly debated topic because stats are cited that show a large percentage of Americans don’t have much saved for retirement, yet the unemployment rate which is not a perfect measurement is at 4.1% which indicates a healthy labor…CONTINUE READING

Swiss National Bank Owns Farmville, Rallies 124% YTD

By
By

2018 & 2019 Will Tell Us More About How Global QE Affected Stocks There’s ongoing debate about whether or not the Federal Reserve’s quantitative easing and ECB’s bond purchases have affected U.S. equity markets. Despite the Federal Reserve ending QE in 2014, the stock market has rallied remarkably. The biggest…CONTINUE READING

ECB Won’t Be Able To Help Italy In 2018

By
By

The Recent Past And Future ECB Policy In 2016 when the economy looked like it could fall into a recession, the leading central bankers met and coordinated a massive stimulus effort. Since then the ECB has been on a massive buying binge. From April 2016 to March 2017, the ECB…CONTINUE READING

Are We Returning To Normalcy Now?

By
By

There was a time where people joked about Twitter being a frivolous website that did not provide any valuable information nor insight for investors. That’s not the case anymore as financial Twitter (FinTwit) has riveting discussions if you follow the correct people. However, there are often false narratives that pass…CONTINUE READING

Are Too Big To Fail Banks Safe?

By
By

Too Big To Fail Definition The definition of the term “too big to fail” refers to a company that poses negative systemic risk to the entire economy in the event of failure. Thus far no firm designated as too big to fail has failed, therefore this is a theory, one…CONTINUE READING

Wage Growth & Blue Collar Jobs

By
By

Studying the labor market to determine the strength of overall wage growth is challenging. There are many stats which contradict each other. Economics is like the stock market in that there is always a positive and a negative case. It’s best to hear both sides before formulating a conclusion. Having…CONTINUE READING

Are Stocks Fully Priced?

By
By

The question on many investors’ minds is can there be too much of a good thing? While GDP per capita has been low, the sustained growth which has been relatively consistent along with low inflation and a low amount of global conflict makes for a great stock market. Even low…CONTINUE READING

How Healthy Is The Consumer?

By
By

The consumer is the lifeblood of the economy. Austrian economists differ from the mainstream viewpoint on what drives the economy as they say production drives economic growth whereas Keynesian economists believe that consumption and demand drives the economy. The truth is that both the consumer and the producer are important,…CONTINUE READING

1 2