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Forecasts

January is a Critical Month for Markets

For more than three decades, my grasp of economic and business fundamentals, demographics, and cycles has allowed me to empower my readers… to let them see ahead of the curve

Economy

Is Stimulus Responsible for the Recent Improved Trends in the U.S. and Japan?

Maybe. Since central banks began their B.S. back in 2001, when the Bank of Japan first began Quantitative Easing efforts, I’ve warned that it wouldn’t be enough… that none of

Forecasts

Six Predictions for 2018

Happy New Year! I’m starting the year off right with my six predictions for 2018. Surprise! They’re bearish. They’re my dirty half dozen, and you should think of them as

Forecasts

My Forecast for 2018

Stock markets were on fire last year, to the surprise and dismay of many, who, for any number of reasons, were scared to the sidelines. Who enjoyed last year’s stock

Forecasts

What Changes in 2018

It’s the first week of January, which makes it time for football playoffs and New Year predictions. Since I’m not likely to grace the gridiron anytime soon, I land in

Economy

When the Tree Falls Down… or the House Floods

In 1990, my wife and I celebrated our first Christmas together. We were broke. We had enough to eat, but I balanced our checkbook to the penny and we carried

Central Banks

The Fed’s Win Rate is Still Near Zero

I’m excited for the new year for many reasons but I’m also thankful for a great 2017. Since this issue of Economy and Markets will be my final one of

Economy

The Republican Party Is Imploding

It finally looks like the Republican party and Donald Trump may get its first victory if the tax reform bill that just passed the Senate gets through the House without

Economy

Beware the Student Loan Grinch

If I had to attend mandatory addiction classes, it would be CA, or Christmas Anonymous, for those who look forward to the holiday season just a bit too much and

Central Banks

Full Steam Ahead

It’s common knowledge that the Federal Reserve has its tentacles wrapped around the global financial system. Aside from trying to run the U.S. economy on its own, the Fed promotes