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Is GFC2 Over?

Is it over? That’s the question everyone is asking about both major crises, the answer is more obvious for only the one. As it pertains to the pandemic, no, it is not. Still the early stages. The other crisis, the global dollar run? Not looking like it, either. Stocks rebounded because of “major helicopter stimulus” or because that’s just what [...]

Was It A Midpoint And Did We Already Pass Through It?

By Jeffrey P. Snider|2020-02-21T18:41:17-05:00February 21st, 2020|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

We certainly don’t have a crystal ball at the ready, and we can’t predict the future. The best we might hope is to entertain reasonable probabilities for it oftentimes derived from how we see the past. Which is just what statistics and econometrics attempt. Except, wherein they go wrong we don’t have to make their mistakes. For example, in the [...]

Is GFC2 Over?

Was It A Midpoint And Did We Already Pass Through It?

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