Reading Time: 5 minutes While it’s no solace to equity investors at the moment, the fact that volatility has only been in stocks in the past two months
Reading Time: 5 minutes Even though the economic expansion has been going on for 9 years, we’re still discussing the economic problems millennials are facing. The biggest reason
Reading Time: 5 minutes In the short term valuations aren’t important to stock performance, but in the long run they provide the best information about expected returns. Stocks
Reading Time: 5 minutes The Congressional Budget Office released its latest projections for the budget and the economy for the next 10 years. This is non-partisan analysis which
Reading Time: 5 minutes The stock market reached extreme levels in early 2018 as retail investors became the most bullish in the history of many surveys. That level
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
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
Reading Time: 5 minutes One of the most important aspects of creating and sharing our perspective on markets, business and the economy is that it results in often
Reading Time: 5 minutes In normal circumstances you don’t want to depend on the government because no one who relies exclusively on transfer payments (excluding people collecting public
Reading Time: 5 minutes The final Q4 GDP revision ended up showing 2.9% growth which was up 0.4% from the prior revision. The consumer was at the heart
Reading Time: 5 minutes One of the biggest stories in finance and economics in 2018 is the flattening yield curve. It has been flattening for a few years,
Reading Time: 5 minutes Despite significant controversy surrounding the trade war between the US and China, which as the WSJ recently pointed out that China was the first
Reading Time: 5 minutes In the past few years stock buybacks have been increasingly criticized by investors who believe the stock market and economy are in a bubble.
Reading Time: 4 minutes In a previous article, we discussed some of the benefits of renting a house compared to buying it. We presented the argument as to
Reading Time: 4 minutes In this article, we’re going to look at the three main causes of the stock market correction that occurred in March which came close
Reading Time: 5 minutes The problem with the labor market for the millennial generation is young adults need to get a college degree for jobs that previously didn’t
Reading Time: 5 minutes Obviously, Powell taking the helm at the Federal Reserve means potential policy changes, but that’s not the only thing that could change. The Fed’s
Reading Time: 5 minutes The purpose of this article is to objectively examine regulations and the impact on the economy. While there will be discussion of government policy,
Reading Time: 5 minutes Before this article receives hate comments from both bullish and bearish investors, the purpose of this article is to discuss the average historical and
Reading Time: 4 minutes We’ve discussed the meaning of the 10 year bond yield at length in a couple articles. For almost this entire bull market, the point
Reading Time: 5 minutes When determining the direction of the housing market, analysts like to look toward the millennial generation to provide future demand. The most common age
Reading Time: 5 minutes With the new economic and trade policy policy commentary coming out of Washington seemingly on a daily basis, along with the much discussed stock
Reading Time: 5 minutes Price inflation increased in the January CPI report and the average hourly earnings from the labor report came in hot. This combination caused economists
Reading Time: 6 minutes In this article, we’ll discuss the unusual timing of the fiscal stimulus and how it could affect markets. Keep in mind, this isn’t a