SPECIAL REPORT: Follow The Money – Volume 5
If the recession was the first "shoe to drop", what's the second...or third? The shock of the self-inflicted COVID recession is behind us. What we're all wondering now is what comes next? Will the economy recover to its previous state? Something better? Something worse? That will be determined by the second and third-order effects and they are already starting. Our Special [...]
Chart of the Week – Lending Standards
The Fed and Treasury can guarantee all the loans they want. That doesn't mean that anyone will want to borrow or any banks will want to lend:
Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate
By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades of practicing real estate law I have had many clients, both domestic and foreign, ask me to apply for an extension of a like-kind exchange deadline. My response has always been that this is [...]
SPECIAL REPORT: The Yield Curve And What It Means
The Yield Curve Inverted! Recession is Coming! Note: We first posted this research paper in August 2019, when the yield curve inverted for the first time in the current economic cycle. Well, it inverted once again yesterday, so... Do you need to worry about the yield curve inversion? Not if you have a strategy appropriate to your circumstances. Not if [...]
SPECIAL REPORT: Minding The Valuation Gap
Stocks are expensive. Really expensive. A wide gap has opened between the stock market and economic reality, and at some point, the gap between the two will close. Our Special Report on Market Valuations, Volume 4 in Jeff Snider's "Follow The Money" series, will help you detail how it might look when it inevitably closes, and will counsel you on how [...]
SPECIAL REPORT: 2019 In Review
No one knows what the future holds. Not me, not you, and certainly not Wall Street. But while the future is impossible to see, the present is clear for anyone willing to listen to the story the market tells every day. Here's what it said in 2019: Click here to download “2019 In Review: Year End Economic Assessment” (Sign-Up Required). This report includes [...]
SPECIAL REPORT: 2019 In Review
No one knows what the future holds. Not me, not you, and certainly not Wall Street. But while the future is impossible to see, the present is clear for anyone willing to listen to the story the market tells every day. Here's what it said in 2019: Click here to download “2019 In Review: Year End Economic Assessment” (Sign-Up Required). This report includes [...]
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