Recommended

Implied Returns For 2018: What Happens Following Low Market Volatility Years To Stocks, Bonds & Gold

By
By

Reading Time: 5 minutes Low Volatility In Stocks & Bonds There are a few ways to sum up 2017. It was the first time in years where the initial earnings estimates ended up being realized. Inflation and wage growth didn’t meet expectations despite the low unemployment rate. Global equities rallied as economic growth improved…CONTINUE READING

Is There A Corporate Debt Bubble?

By
By

Reading Time: 4 minutes A Good Research Process Defines Alpha There are many misconceptions when it comes to investing because there are many people who make money by promoting false narratives. There are newsletter providers who have an audience that wants to hear a narrative, whether it’s bullish or bearish. They get paid to…CONTINUE READING

Timing Business Cycles: What Performs Best During Various Yield Curves?

By
By

Reading Time: 5 minutes The Business Cycle & Yield Curve Can Be Used For Economic Forecasting  There are a three categories of metrics investors with a keen focus on macro economics need to focus on: company specific metrics researched through reading regulatory filings and researching the competition; the mainstream economic reports such as the…CONTINUE READING

The Federal Reserve Wants You To Own Gold

By
By

Reading Time: 5 minutes 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

Reading Time: 5 minutes 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

Are We Returning To Normalcy Now?

By
By

Reading Time: 5 minutes 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

Why Inflation Will Increase In 2018

By
By

Reading Time: 4 minutes The Perfect Scenario For Stocks With the economy regaining steam in 2017, the number one risk to equities and economic expansion is inflation. The current economic expansion hasn’t produced inflation, as measured by core CPI, because the growth in inflation as a result of QE has been subdued to mainly financial…CONTINUE READING

Do Stock Buybacks Deserve The Blame For Everything?

By
By

Reading Time: 6 minutes Introduction: Stock Buybacks Are Not Evil Lately stock buybacks are being maligned to extensive proportions. Critics issue blanket statements blaming  stock buybacks for excessive executive compensation, causing a bubble in equities, and the decline in productivity growth. While these are all appropriate criticisms of buybacks, they miss the mark. If you are…CONTINUE READING

The New Trend In Housing

By
By

Reading Time: 4 minutes In this article, we’ll look at the latest changes to the housing market which are being brought about by demographics. Another way of saying that is to say millennials have different tastes, desires, and financial situations than baby boomers and generation X which is fueling changes in the market for…CONTINUE READING

1 2 3 5