Mainstream Expectations: Hope Vs. Potential Risk
2026-01-30
Mainstream expectations, those from Wall Street, economists, and corporate strategists, have congealed around a bullish economic outlook for 2026. Most forecasts project stronger economic growth, with contained inflation, and continued investment in technology and capital expenditure. As such, many institutional investors interpret this as a year of opportunity for markets and corporate earnings.That was a …
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The Reflation Narrative Stumbles Out Of The Gate
2026-01-26
With a 4.4% increase in economic growth in the third quarter and expectations that it could be higher in the fourth quarter, the so-called reflation narrative appears primed to dash out of the gates in 2026 at its current strong pace. The problem with assuming the reflation narrative will hold in 2026 is that it …
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Is Japan In A Death Spiral?: A Contrarian Take
2025-12-09
A day doesn’t seem to go by without a market pundit asserting that Japan is in a monetary and fiscal death spiral. It’s easy to come to such a conclusion given: Based on those stats and others, it’s easy to see why many think it’s only a matter of time before Japan’s economic system collapses. …
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12-4-25 Why Markets Are Nervous About a New Fed Chair
2025-12-04
Markets are reacting to the rising odds of Kevin Hassett becoming the next Fed Chair. His pro-growth, lower-rate stance raises concerns that inflation might not get enough attention.
In this short video, Michael Lebowitz & Lance Roberts discuss why investors worry about inflation being underweighted and why one chair’s vote still doesn’t decide Fed policy.
📺Full episode: -iyGgj0
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