03|04|2016
A Recipe for Corporate Growth?
We’ve seen record earnings growth and record stock market levels for the last few years, but that doesn’t mean we’ve seen corporate growth. Much of the advances in earnings...
03|04|2016
Developed vs. Developing
Today we look at varying data across the developed and emerging markets for the past week. In the developed markets we’ll be looking at the USA, Japan, and Eurozone;...
03|04|2016
Geopolitical Concerns & Monetary Policy in Focus… Exciting Stuff!
Okay, I don’t know if exciting is the right word, but it certainly was an interesting week; Crimea became a part of Russia early on, while Janet Yellen sent...
03|04|2016
The missing link in current Trickle Down Economics
Also known as “Supply-side Economics” applies more directly to fiscal policy, but its principles still apply to our current state of monetary policy. On the bright side, I made...
03|04|2016
Stimulus abound, but how helpful will it really be???
Much of the last 5 years of growth we’ve seen has been tied to monetary stimulus. The good news is that we’ve seen our economy rebound tremendously from the...
03|04|2016
Deflation is the enemy!
As of late I have been addressing the issues we have with inflation quite frequently. I thought it might be nice to discuss why a lack of inflation is...
03|04|2016
Super Draghi!
Super Draghi, a Central Banker with the tools to wipe out the risk of deflation, strengthen the European economy, and provide short term stability to bond investors… and he...
03|04|2016
Spring thaw… for most of the country
As I watch snow fall outside my office in Monument, CO I’m forced to remember that winter has come to a close for the majority of the nation. I...
03|04|2016
The Fed Effect
Every week economic data surprises in one direction or the other. As of late (late being the last 14 months or so), the market often times re-acts in a...
03|04|2016
GDP, Jobs, and Profits
Economic data over the last week was conflicted. GDP for the 1st quarter had a weak underscore, while much of the data for the start of the 2nd quarter...