What We Are Watching for in 2020
What We Are Watching for in 2020 As we head [...]
The Repo Problem
I vividly remember the 2008 sub-prime crisis. The size of [...]
More on the Inflation CPI Statistic… – A Safer Market Commentary
The Fed seeks “stable” inflation targets of 2%. For many [...]
S&P Earnings – A Safer Market Commentary
With 95% of S&P 500 companies reporting Q3 earnings, year-over-year [...]
The Problem with the Government CPI Statistic – A Safer Market Commentary
Below we see the annualized rate of change (solid lines) [...]
Debt…in Incredible Detail – A Safer Market Commentary
Nothing is forever, not even debt. Every borrower eventually either [...]
Big Money Turns Bearish – A Safer Market Commentary
Small businesses here in the US are ready to grow [...]
World Interest Rates – A Safer Market Commentary
To give you a sense of the insanity, ask yourself [...]
China’s Vision Of The Future – A Safer Market Commentary
Understand that China’s total GDP in 1980 was under $90 [...]
Negative Interest Rates – A Safer Market Commentary
Negative interest rates mystify Howard Marks, along with the rest [...]
