Episodes

May 27, 2021

Is There Really An Economic Rebound?

Its a very big day for economic reports, today.   The headline numbers will likely come from the Durable Goods Orders, always a …

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May 26, 2021

Real Estate: Is It Still Location, Location, Location?

Ask any Realtor, and they'll tell you that the most important element in Real Estate is a property's location.   Want to know wh…

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May 25, 2021

The Repo Window: What Happens When Banks Are Flooded With Cash?

The Repo Market is an admittedly arcane little corner of the financial markets. But it's on the cusp of making a very big stateme…

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May 24, 2021

Exactly What Is An Audit?

Every day I bring to your attention the most significant company earnings reports of the day.   In my opinion, this is likely th…

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May 21, 2021

The Once Illegal Practice Of Stock Buybacks.

What if I told you that a major corporation was caught manipulating the price of its stock.   That this corporation went into th…

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May 20, 2021

"TechLash:" The Greatest Threat To This Bull Market.

For years now, it's been smooth sailing for the premier technology companies of the nation. Not only have they been favorites of …

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May 19, 2021

Janet Yellen And The Political Economy.

Janet Yellen, the newly minted Secretary of the Treasury, spoke before the US Chamber of Commerce yesterday. What I believe will …

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May 18, 2021

China and the Lost Pandemic Year.

Only now are we seeing the full impact of the Covid 19 Pandemic on the Worldwide Economy. It's just now that the various economic…

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May 17, 2021

The Many Faces Of Inflation.

There are many ways that we see inflation in our financial system. Some we like, some we don't.   Lately, we've all become used …

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May 14, 2021

It's Out Of The Fed's Hands.

In our society, we often give credit to so-called experts, for things which in reality are beyond their scope. A case in point is…

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May 13, 2021

America: The Inflation Outlier.

Something profound happened was revealed yesterday. It was the announcement that inflation in the United States saw the biggest j…

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May 12, 2021

Now That's What I Call Inflation!

Inflation: it's the most controversial and maligned of all the economic indicators. Almost no one thinks that it really measures …

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May 11, 2021

The Thousand Mile Supply Chain.

It's an indication of just how difficult it is to source the raw materials, and components needed to complete finished products. …

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May 10, 2021

Down-Sizing The Economy

And if there is one, over-arching theme to nearly all of our public policy during this time, it is that each step that has been t…

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May 7, 2021

Jobs: The Measure Of The Economy.

Well, when my neighbor looses his job, that's a recession. If I should loose my job, that would be a depression. To paraphrase, t…

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May 6, 2021

Moderna, And the Novel Vaccine.

Fifteen Months ago a news story came over the wires that a highly contagious new Corona Virus had been discovered in China. It wo…

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May 5, 2021

The Stimulus, Act 2

Yesterday, the Secretary of the Treasury, Janet Yellen attempted to raise the curtain on Act 2, of The Great Stimulus. Our countr…

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May 4, 2021

The New Citizen Consumer.

The American consumer is the most powerful commercial force in the world. With a capability to direct billions, no make that actu…

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