Market & Economic Analysis

"Study the past if you would devine the future." - Confucius

SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]

Weekly Market Pulse: Did Powell Just Blink?

Did Jerome Powell blink last Friday? It was just before the market open Friday and interest rates were jumping higher, as they had all week. The 10-year Treasury yield was up to 4.33%, another 11 basis points higher than the previous close and 32 basis points higher than the previous week's close. Then, "the article" hit the front page of [...]

Powell’s Epiphany: There is No Free Lunch p2 Neutralizing the Money is Inflationary

Pandemic Wealth Effect The top 1% of the US made about $14T or $4.2M per person. The next 19% made about $20T or $318,000 per person. The next 30% made about $5T or $50,000 per person. The bottom 50% made about $1T or $6,000 per person. The resulting inflation is at a 40yr high and Powell wants the money back. [...]

SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]

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