

Which direction is this market headed?
Like an elevator, the stock market usually goes only in two directions – up or down. It rarely goes sideways, although there are times...


What is going to be the next inflation trigger?
I stated in my book What’s Next for the Economy, that I expect an oil shock to be an inflation trigger in the not too distant future. ...

The yield curve inversion and what that means for the economy
The bond market has driven the 3-month yield higher than the 10-year yield (the classic “yield-curve inversion”), which has been a...


Lower interest rates and less competition - how long will it last?
If you are in the market for a new home, now may be a good time to be looking. Interest rates have come down and are on a path for...


Have the bears had their last roar, or is the market poised for more pain?
Stock market news this week has provided some interesting opinions on where the market is headed. After three straight days of gains,...


Does the Fed need to adjust its inflation target?
Matt O’Brien, in an article in the Washington Post yesterday, states that the Federal Reserve needs to rethink its inflation target of 2%....


Does a slowing economy mean a recession is around the corner?
Fed Chairman Jerome Powell said the economy was “healthy” and conditions “favorable” but warned of potential headwinds and future...

Could a recession actually boost real estate sales?
Consider this hypothetical question: if a recession hits this year or next, could that actually be good for real estate sales? Typically,...


Trade War relief and the Stock Market goes higher - feels like Groundhog’s Day
Another jump this week in the market, driven by recent expectations that the trade war between the US and China might be easing. ...


Asset bubbles and inflation - what is the correlation?
Asset bubbles are created when an entity, such as the Federal Reserve, removes the moral hazard of investing and ownership in that asset...