Trade is one of the few free lunches in economics.
How to Handle Market Forecasts
There are some premises about the future of the markets underlying every portfolio.
Stock Market Sentiment Supports a “Santa Claus” Rally
Sentiment is so glum the bear leaves room for a countertrend rally.
Unreal Yields
The “real” yield you read of is probably fake.
The Social Security Demographic Crisis
Is the demographic crisis real? Or is it a figment of our rhetoric?
Deflation Accelerates
The crash in oil prices is just the latest symptom of gathering deflation.
A Whiff of Deflation
The US dollar has been appreciating since January … in real terms.
Is High Employment Inflationary?
Continued from Inflation is Not an Economic Condition.
Inflation is Not an Economic Condition
Inflation – or its mirror image, deflation – has nothing to do with demographics, technology, economic growth or any of the other usual suspects.
Bondology
A primer on bonds.
Building a Hedged Portfolio
Have special concerns about inflation or deflation? Here’s how to adapt a basic portfolio.
The Crash Ends
Wile E Coyote hits the dirt.
What Moves Markets
What causes asset prices to move the way they do?
The Crash Continues
Whew!
Invest Early and Retire Rich
Warning: This is a sales pitch!
The Crash of 2018
As crashes go, it wasn’t one for the history books. At least not yet…
Income Investing
Investing with an emphasis on income.
Lehman Bros RIP
The collapse of Lehman Bros did not kick off the financial crisis.
The Fiscal Shell Game
When is a tax cut not a tax cut?
Flat Curves and Stock Prices
What does a flattening yield curve mean for stock returns?
Semantic Sophistry
So was it a bear market or wasn’t it?
Measuring Inflation
Introducing the Financology Dollar Index.
Hedonics Hijinks
What does technological advance have to do with inflation?
Nothing Real About It
Second quarter real GDP soared 4.1%?
I don’t think so!
Is the Fed’s Independence in Danger?
President Trump recently publicly criticized the Fed’s program of raising interest rates. Is this an early crack in the Fed’s door of independence?
Free Trade Begins At Home
Is a tax made burdensome merely because it’s applied at an international border?