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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

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

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

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

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

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

Total Credit Card Debt Is Increasing

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Reading Time: 5 minutes Studying the health of the consumer is very difficult because there are so many stats which show different results. In fact, sometimes the same study can show support for opposing conclusions. Let’s start by looking at the negatives, one of which is total credit card debt. As you can see…CONTINUE READING

What Could Go Wrong? Third Longest Expansion Since 1854

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Reading Time: 5 minutes 2017 marked what could be considered a seemingly perfect time in history. Some of the primary factors that contributed to this goldilocks scenario has been record low interest rates and volatility, quantitative easing, high stock valuations, easiest financial conditions since 1993 based on the National Financial Conditions Index or from 1970…CONTINUE READING

Can February’s Selloff Cause A Recession?

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Reading Time: 5 minutes The stock market sold off 10% in early February, leaving some investors panicked as they hadn’t seen a selloff in well over a year. Stocks were in a record streak without a 3% and 5% decline. Stock market declines of at least 10% happen every 357 trading days, so this…CONTINUE READING

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