July 2023 Newsletter
Inflation, Risk, Reward, and the Transfer Mechanism Effect Good news. Inflation is slowing…slowly. Will slowly turn into too slowly? The data-dependent stock market has
June 2020 Newsletter
Our Heterodox Presidential Administration and Recession President Joe Biden and his administration have immense power to influence the economy. Therefore, as is the case with
Accounting for the Wrong Test
Accounting for the Wrong Test Stress Testing, Statistical Data, Confidence and Monitoring And now another shoe drops. First Republic Bank no longer inspires confidence. So
April 2023 Newsletter
The End of Savings Safety and the Beginning of Economic Understanding Includes a Fun Assignment When it comes to investing your hard-earned money for
March 2023 Newsletter
Suddenly Safety Money is Risky Common sense isn’t always so easy to come by, and when it comes to national spending, we often must
February 2023 Newsletter
A Study of Two Eds and Their Varied Prediction of the Economic Cycle With an introductory paragraph on The Current War to Halt Inflation
January 2023 Newsletter
Hedging in a Changing World The world is witnessing a great power conflict between the United States and China. The winner of the conflict, especially
December 2022 Newsletter
A Bit of Christmas Hope Based Upon Fundamental Evidence and Cyclicality The consensus view on Wall Street is that the Fed may raise interest
News From the Front Lines of Investment Decision Making
News From the Front Lines of Investment Decision Making By Vaughn Woods, CFP, MBA By mid-2022, bond sellers outstripped bond buyers 62% to 38%.
November 2022 Newsletter
Group Think By Vaughn Woods, CFP, MBA A new bull market is often seen as a sign of economic recovery and renewed confidence. And there
Non-Embedded Inflation, Fed Actions and Market Pathology
The Recent Past Remember the great recession of 2008? Well, after almost a decade of supporting the securities markets (stocks and bonds) with independent monetary
Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence
Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence By Vaughn Woods, CFP, MBA According to David Malpass, President of the World