Blog

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

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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

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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

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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

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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

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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

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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

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