Is the Economy Beyond the Fed’s Control?
The Federal Reserve’s COVID-19 conundrum: a rapidly mutating virus, inconsistent public-health responses, global supply-chain disruptions, worker shortages, rapidly rising wages, and soaring inflation.
Top Ten Articles of 2021
Thank you to our community of clients, partners, and interested readers. These were the posts you enjoyed the most this year.
As New Year Rings In, Congress Muting Most Proposed Hikes
Expected tax increases on richest Americans mostly toned down as Build Back Better Act slowly marches through halls of U.S. Capitol.
Federal Reserve Attempts to Muzzle Inflation’s Vicious Bite
Hawkish sounding Federal Reserve officials swoop in with faster plan to kill growing inflation but keep U.S. economy flying.
Molecules Are the New Microchips
Gene editing likely will change the world more profoundly than computer or nuclear technology, and with this life-science revolution comes investment opportunities as well as ethical conundrums.
Shifting Economy Could Bring New Market Winners
Quality stocks with a margin of safety can be found on the value side of most equity markets worldwide.
What’s the Deal? U.S.-China Trade Relations Remain Frosty
No skating around icy issues as America looks for signs that China wants to defrost trade differences.
Inflation Still Driven by COVID-19 Effects, Not Runaway Demand
Current inflation bumps result of COVID-19’s lingering impact, not out-of-control demand as many pundits suggest.
GDP Growth in Q3 2021 Stumbled, but the Marathon Continues Into Q4
Key measures reflect a less vibrant third-quarter economic picture than many had hoped for.
There’s No Such Thing as Free Money
Proposed cuts to Biden’s $3.5 trillion Build Back Better plan might not really be cuts.