Category Archive: 9a.) Real Investment Advice

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Unprecedented Recession Synchronization

2020-07-26

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2020-07-26

Percent of Economies in Recession, 1871-2021
The global recession is an unprecedented recession synchronization. Deflationary Consequences: Lacy Hunt at Hoisington Management explains the deflationary consequences of the current global situation in its Second Quarter 2020 Review.

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Reading The Market’s Postmodern Mind

2020-07-24

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2020-07-24

Defining Pre-modernism, Modernism, and Postmodernism
No matter how you slice it, markets are human. This even applies to the “algos” as it’s we who write their mechanistic marching orders. Thus, understanding human behavior can be helpful in assessing and anticipating market moves. There’s no choice in the fact that we all need a philosophy to live.

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Shedlock: Millennial Renters Abandon Their Home Buying Plans

2020-07-17

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2020-07-17

Second Thoughts on Buying a Home
Millennial renters who were in the market pre-Covid just abandoned their home buying plans. A lifestyle survey shows millennials top the list of those canceling home-buying plans.

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Passive Fingerprints Are All Over This Crazy Market

2020-07-16

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2020-07-16

Apple Fundamental Analysis
Passive Fingerprints Are All Over This Crazy Market. Apple’s stock is up over 20% since the market peak in February. Without a doubt, Apple, the company, is worse off due to the crisis and global recession. Revenue and earnings will be inferior to what Wall Street had forecast at lower stock prices. Valuations, shown below, are now astronomical.

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The Fed Is Trapped In QE As Interest Rates Can’t Rise Ever Again.

2020-07-14

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2020-07-14

Total Debt vs. GDP, 1953-2021
Since the onset of the pandemic, the Fed has entered into the most aggressive monetary campaign. Its goal was to bolster asset markets to restore confidence in the financial system. However, the trap is the Fed is in a position where they can never stop QE as interest rates can’t rise ever again.

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The Theory Of MMT Falls Flat When Faced With Reality (Part II)

2020-07-07

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2020-07-07

Debts, Deficits & Economic Growth, 1901-2015
If you missed Part-1 of our series on the “Theory Of MMT Falls Flat When Faced With Reality,” start there. In Part-2, we complete our analysis of the theory and the potential ramifications. The premise of our discussion was this recent explanation of “Modern Monetary Theory” by Stephanie Kelton.

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