Part 3: The State of The Bond Markets - Should You Be Concerned?

3. The Corporate Bond Bubble

Part 2: The State of The Bond Markets - Should You Be Concerned?

2. The Overstimulated Monetary Base

Part 1: The State of The Bond Markets - Should You Be Concerned?

1. The Fed and its Balance Sheet

Is Slow Growth Saving for the Future?

Slow growth in the U.S. economy has been one of the most consistent topics of conversation since the end of the Great Recession (2007-2009). In fact, the U.S. economy has realized real GDP growth...

How significant are dividends to your return streams?

For the last 15 years, 30.3% of U.S. equity, 54.4% of developed International equity and 26.9% of emerging market equity returns have been due to dividends. A caution...beware of industry...

The Market Feels Toppy?

The markets are off to a roaring start in 2017, up nearly six percent through the close on February 21. With the market up almost two percent in January and four percent in February, it is likely...

Emotions should have no place in investing…

…But they do! The investment industry often fails to remember that people invest their money to grow and that their investments become an extension of their ability to improve, or harm, their...

The Velocity of Money and Where It’s Headed

Since 2009, trillions of dollars of global monetary stimulus (central bank activity) has had a marginal effect on the global velocity of money. Today, it looks like only the promise of U.S. fiscal...

Do you know the Total Debt in the U.S.?

The charts below from 2016 show total debt in two ways. The first show total debt as a percent in Gross Domestic Product (GDP) and the second show total debt in dollars. Today the United States’...

Don't Fear the Fed

Equity markets, absent the extremes brought on by irrational emotion-based investing, spend most of the time going up.  So it often works out for the best, even with emotion driving...