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.
Keep a Close Eye on Profit Margins To Foresee the Stock Market in 2022
Accelerating wages coupled with interest-rate hikes could slow stock boom in 2022 as investors sort out which companies will continue delivering outsized profit.
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.
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.
Notes on the Economy – 4Q 2021 Summary
The Delta variant and global supply-chain disruptions are two primary reasons for the slowdown in growth during the third quarter. However, economic activity is set to rebound in the fourth quarter.
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.
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.
Is the U.S. Economy Heading Into Stagflation?
Rising prices and elevated unemployment conjure up the specter of 1970s-style stagflation.