Bitcoin is the New Kardashian
By admin_45 in Blog

Bitcoin is the New Kardashian

We’re doing our best to make sure we don’t flood you with bitcoin/crypto information because there are plenty of other issues with broad appeal. That’s hard, though, when the topic dominates both financial news headlines and popular...

S&P 500 Recessionary Earnings Power
By admin_45 in Blog

S&P 500 Recessionary Earnings Power

What if the global economy entered a recession in the first half of 2018? Very few analysts expect such an outcome, but that alone makes it a question worth pondering. How would US corporate profits, and by extension stock prices, fare in a typical...

Bruce Lee, Stevie Cohen and the Shiller PE
By admin_45 in Blog

Bruce Lee, Stevie Cohen and the Shiller PE

“I’m not in this world to live up to your expectations and you’re not in this world to live up to mine.” Bruce Lee said that, and it is the closest thing I have to a mantra at the moment. The sentiment also applies to markets. Asset prices...

NY Fed Data: The Value of College
By admin_45 in Blog

NY Fed Data: The Value of College

Economists at the New York Fed came out today with a novel Big Data analysis on US student loan default rates. This is a critical issue for the US economy, with student indebtedness up 170% over the last decade and 28% default rates (a record...