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What Sowed The Seeds Of The Bitcoin Mania?

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Reading Time: 5 minutes Financial Conditions Ripe For Speculation 2017 was an unusual year where financial conditions actually eased despite the Federal Reserve raising rates. The financial tightness in 2015 and 2016 was catalyzed by weakness in the energy market. With the help of central banks, as we have previously stated, the economy narrowly…CONTINUE READING

Bull vs Bear Market: Historical Gains & Losses

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Reading Time: 7 minutes Bear Market Definition: A bear market is defined as an event where asset prices decline in excess of 20% for at least 60 days. In contrast, if a decline in asset prices in excess of 20% occurs for less than 60 days this is referred to as a “market correction”.…CONTINUE READING

Long-Term Unemployment Rate Is 20%

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Reading Time: 5 minutes The March BLS monthly jobs report was a disappointment in terms of total job creation as only 103,000 were added instead of the 175,000 expected. Furthermore, the report missed the lowest expectation which was for 112,000. It’s important to recognize this is a volatile data point. The February job growth…CONTINUE READING

Is US Housing About To Explode In Value?

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Reading Time: 5 minutes If you think about it, demographic changes explain a lot of the movement in asset prices. The technology bubble in the 1990s was boosted by baby boomers who were in their peak spending age and had a significant sum of money to speculate with. In 2000, at the height of…CONTINUE READING

Student Loans – A Generational Disaster

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Reading Time: 4 minutes One of the biggest generational differences which causes a disconnect between baby boomers and millennials is student debt. Many baby boomers are confused why college graduates don’t immediately move out of their parents’ house like baby boomers did. The issue is that once a student graduates, they become debtors. It’s…CONTINUE READING

Buying/Renting Home vs Investing In Stocks

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Reading Time: 6 minutes The conventional wisdom during the baby boom generation was that buying a house was a ticket to financial freedom. Because policy makers believed in this concept, since the late 90s there was an aggressive attempt to get people into homes they couldn’t afford. Obviously, over leveraging yourself with the purchase…CONTINUE READING

Stocks Are Expensive: Bear Case

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Reading Time: 6 minutes Our previous article in this series reviewed the bullish case for equities. As you may imagine, it received a lot of criticism. The purpose of our content is to review both side of the debate. If you ignore arguments that may not agree with your thesis, there is a high…CONTINUE READING

What To Do In A Selloff?

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Reading Time: 4 minutes The most important factor which determines if you successfully deal with a selloff is how you are positioned before one. When faced with a correction or a bear market your portfolio’s risk needs to be properly set to your personality, age, goals, savings and overall position in your life. It’s very…CONTINUE READING

50% Of Households Own No Stocks

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Reading Time: 5 minutes When the Fed implemented QE, one of the benefits of it was said to be the wealth effect. The wealth effect is the benefit the economy gets from stock price appreciation. In theory, people who make money in the stock market are supposed to spend more money which helps the…CONTINUE READING

Why Are Stocks Falling After Great Earnings Results?

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Reading Time: 5 minutes Heading into the Q1 earnings season, we mentioned that the bar was raised very high. Usually, the estimates fall a few weeks before the reports come out. This time they were raised because of the tax cuts. Based on the average beat rate, the implied expectations for year over year…CONTINUE READING

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