Fiscal-2025 Q1, and the Month of December Fund-FlowsThe net money-creation was lower this December than December 2023 (+$117B compared to +$178B). This was due to last December’s bank credit…Jan 9Jan 9
Room For Only One Traumatized Child at aTimeI think that when you get two traumatized (by their respective fathers) little boys in the same sandbox, one of them ends up with a mouth…Dec 21, 2024Dec 21, 2024
Dazed and Confused…about moneyThe misconceptions surrounding the understanding of the fiat monetary-system causes governments to implement inhumane austerity policies…Nov 25, 2024Nov 25, 2024
Rate Cuts Can have a Dark SideMoney drives both the economy and the stock market, but most people simply do not understand what money is or where it comes from.Sep 30, 2024Sep 30, 2024
Like the 1990s, But BetterThe current economic situation parallels the late 1990s dotcom bull market, driven by disruptive AI technology, government deficit…Sep 13, 2024Sep 13, 2024
Why The Bull Market ContinuesIn the short term, the seasonal weakness is approaching, but the change in monetary conditions (easing of rates) could support the SPX…Sep 2, 2024Sep 2, 2024
The Economy and the Stock Market Under Republican and Democratic PresidentsAhead of the 2020 US election, there was a consensus view in the media that Republican presidents were better for the economy than…Jul 28, 2024Jul 28, 2024
There is a Divergence in the MarketThe market is not driven by headlines — it gets “jiggled”by headlines, but not driven. It is driven by two factors: funds and fear. The…Jun 17, 2024Jun 17, 2024
The Bull Market Is Still On, But……under the surface there is one concerning development.May 21, 2024May 21, 2024
Our Models Were RightA couple of weeks ago, we presented some of our models that were telling us to expect weakness in the market. During the past week, they…Apr 19, 2024Apr 19, 2024
