Fed’s Restrictive Policy: Perception vs. Economic Reality
2025-01-16
Interesting discrepancy between Fed’s view on policy and the real economy. Credit card usage as a key indicator. ?? #Economy #Fed #Policy
Watch the entire show here: https://cstu.io/347dd5
YouTube channel = @ TheRealInvestmentShow
The Inflation Narrative Versus Reality
2025-01-15
Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing concern that inflation will surge again. While those narratives are concerning, and some may have merit, market and survey-based inflation expectations do not confirm them. The Fed and almost all economists use two types of gauges to measure inflation expectations: surveys and …
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Buffett Is Worrying, Should You?
2025-01-14
Warren Buffett’s company, Berkshire Hathaway, has about $325 billion in cash, accounting for over a quarter of its portfolio—the highest percentage in over 30 years. The question begging an answer is, what is worrying Warren Buffett? We believe the answer is valuations. We have shared numerous charts over the last few months showing how valuations …
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Consolidation Continues
2025-01-11
Inside This Week’s Bull Bear Report One Week Left To Get Your Tickets Don’t miss the opportunity to get your tickets for the 2025 Economic and Investing Summit. Seating is extremely limited, and this year’s event is almost sold out. We have set aside time to visit with attendees one-on-one to answer your burning questions …
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The Quantum Computing Bubble Is Leaking
2025-01-10
The latest stock market bubble may be one of the shortest-lived bubbles in recent times. Quantum computing stocks rose in November and took off in December when Google touted the immense power of quantum computing. The following is from Google (LINK): Willow performed a standard benchmark computation in under five minutes that would take one …
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The Rules Of Bob Farrell – An Updated Illustrated Guide
2025-01-03
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, ”Who is Bob Farrell, and where are these rules?”. I often forget how old I have become, and the investing legends of my youth are no longer there and are lost to the sands of time. …
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