I apologize for the cliché, but this is simply the best way to describe the current condition of markets and the economy. Here’s what I mean. Markets look good right now Volatility in both the stock and bond markets has fallen near the lows of their three-year ranges. In other words, investors are seeing little […]
Storm Clouds on the Horizon Read More »
I’m answering followers’ questions I didn’t get to in my last interview on the Monica Perez Show. Question: In another econ/finance podcast (yes they are a dime a dozen), Jacob Dreizin says: “let me just tell you, there’s not gonna be any financial crash… The people who were listening to Peter Schiff in 2008/2009, where
Follower Q&A: Is there an imminent debt crisis? Read More »
Earlier this week, a prominent finance and macroeconomics educator – George Gammon – posted a video in which he suggested a different way of defining whether or not the economy is in recession. Here's The Real Recession Indicator They Don't Want You To See https://t.co/SNqoJsRH64 — George Gammon (@GeorgeGammon) April 29, 2024 It can be
The Gammon Indicator of the Business Cycle Read More »
The US, along with most countries in the world, is currently in a rate hiking cycle that began in March 2022. Since the Fed began its rate hiking campaign, the response of the stock market has been surprising to many, myself included. All financial assets are valued in virtually the same way: by calculating the
How does the stock market “normally” respond to rate hikes? Read More »
The Lake Street Review Podcast
China’s Monuments to Capital Waste Read More »
The Lake Street Review Podcast
De-Dollarization: History, Probability, How to Prepare Read More »
A high private debt load, deep webs of counterparties in real estate loans, and collapsing real estate values make conditions ripe for a debt deflation.
Korea is Growing Closer to a Financial Crisis Read More »
The Lake Street Review Podcast
State of the Stock Market, Banking Crisis, Inflation Read More »
