Deflation: Not Too Early To Worry

The latest data on Chinese inflation was out today, raising concerns on the state of China’s economy and sparking fears of impending deflation. Four points to consider from local press sources: …

Where Will US Stocks Trade in a Recession?

Paul Samuelson’s old saw that “stock markets have predicted 9 of the last 5 recessions” isn’t so funny just now. The Nobel Prize winning economist made the comment in a 1966 …

Robin Williams, Amazon, and M&Ms

Online survey company YouGov is one of the most prolific providers of consumer sentiment we know. More importantly, their work is really solid. For example, their surveys showed “Leave” winning just …

Millennials, Watches & Financial Advisors

By Jessica Rabe, DataTrek Co-Founder and resident millennial I recently bought my first nice watch. It’s not that I didn’t like them until now. I just couldn’t justify spending +$500 on …

US Bank Lending Grows, Cycle Ends…

Today we will dig into the world of US bank balance sheets and look at Commercial and Industrial (C&I) loans. The set-up here: Banks make C&I loans to all sizes of …

Buying Bitcoin? Read This First

Bill Parcells’ “You are what your record says you are” is solidly in our top 5 life maxims. Effort doesn’t matter. Intentions don’t matter. Results – your track record, essentially – …

Your Cyborg Future

Whatever you may think of Elon Musk as an automotive CEO, it is impossible to dismiss him as a futurist and inventor. He has a unique blend of intelligence, vision and …

10 Reasons Volatility Is Healthy

It is all too easy to portray recent market swings as the product of unhealthy, or even existentially damaging, macro forces. An ill-advised trade war… An out-of-touch central bank… End …