Are Stocks Over-Valued?
In this month’s report, we will examine the various methods of calculating stock values and the forces currently “in play,” that if persist, will have a significant impact on stock prices going forward.
The Risk of Rising inflation
In this month’s report, we will deliver another “dose of reality,” even as the equity markets are rebounding from this month’s sell-off. But questions abound as to the durability of this or any other rally as we head into headwinds of uncertainty.
Is China One Step Ahead of Us?
As we start off 2021, we will discuss who’s printing money and who’s not… and more importantly, what the implications are for the US Dollar and inflation.
Will Instability Exceed the Grasp of Central Bankers?
In our final report of 2020, we will again highlight the challenging combination of money printing, excessive debt and the disconnect between the stock market and the real economy. As we look ahead to 2021, we hope you have a safe and happy holiday season and a prosperous new year!