What if This Time is Different?
What if This Time is Different?What if, before the world ever heard of coronavirus, every valuation multiple suggested the U.S. stock market was one of the most expensive in history? What if these valuations assumed – and required – continued economic growth, robust increases in company earnings, and sustained and substantial stock buybacks? What if […]
And the Election Winner is … Inflation in a Landslide!
Regardless as to which candidate secures the Presidency on November 3rd (or some subsequent date), the administration must cope with unprecedented federal debt.
Winter is Coming
Fans of HBO’s hit series, Game of Thrones, know well the motto of House Stark: “Winter is Coming.”
The Kitchen Sink
April, 2020 By late January, the die was cast: the virus had a name, it had reached our shores, travel screenings and restrictions were in place, and while not yet declared a pandemic, the World Health Organization declared COVID-19 a “Public Health Emergency of International Concern.” Yet complacency reigned within financial markets. The stock market […]
The Tariffying Prospect of a Trade War
If the trade war escalates, can it directly cause a U.S economic recession? Many mainstream pundits, citing the infamous Smoot-Hawley Act of 1930, warn as such.
20 Minutes with Doug Casey
Few investment experts have the unique background, opinions, and uncanny timing possessed by Doug Casey.