Bill Blain: Inflation hits new high yet growth stocks rally!
Despite US inflation hitting a 40 year high, US growth stocks rallied – reflecting the belief inflation and recession will be short and sharp. It’s
Despite US inflation hitting a 40 year high, US growth stocks rallied – reflecting the belief inflation and recession will be short and sharp. It’s
The massive money creation in the 2000s has led to a debt and asset bubble, which is about to burst. Investors will be shocked by
After more than a decade of chained stimulus packages and extremely low rates, with trillions of dollars of monetary stimulus fueling elevated asset valuations and
JP Morgan’s Jamie Dimon provided the excuse for a stock rally when he called the latest plunge “storm clouds” that “may dissipate.” Before you believe
Is the Fed all inflation bark and no bite? A headline this week from National Review commented, “The Fed’s Half-Hearted War on Inflation – It
“I think this recession is going to be worse than the Great Recession that started following the 2008 financial crisis…. Inflation is actually going to
It sounds so great: “Coinbase soars 35!” “Robinhood soars 25%!” The financial media make it sound like a recovery, but 25% after a spectacular crash
When GDP on Thursday morning revealed we are, in fact, crashing into recession, and the market flew like a released bird into the heavens, I
by Lance Roberts of Real Investment Advice: Is there a bear market lurking in the shadows? Such seems to be the question everyone is asking
Companies like Walmart and McDonalds’s have made their investors rich by squeezing costs and cutting prices. But it turns out that low-cost means low-wage, and
It’s not easy being a mainstream economist. You spend your life building models that become your professional identity. And when those models fail to describe
After today’s market close there was a flurry of earnings announcements, some of which were way low. Not bad, mind you. In fact they were
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