Category: Fed


Will a Single Rate Hike Kill the Bull Market?

Note: view my video on this topic here. Stocks are down and the Fed is expected to hike rates for the first time in years. Many are worried that we are heading straight for a bear market. Which begs the following question: has there ever been a 20% stock market decline in advance of or […]

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29 Trillion and a Change in the American Psyche

US National Debt has crossed above $29 trillion for the first time, increasing $6 trillion over the last two years. As a percentage of economic output (GDP), our national debt has steadily increased over the past 40 years from 31% in 1980 to 126% today… Why is the ratio going up? Simply put: we have […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. All that has changed. Since June 2009, there have been 98 FOMC Meetings… Before 86 of those meetings, the market was pricing no change […]

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Why 0% Rates Make 0 Sense

Pretend for a moment that you’ve been stranded on a desert island and have no idea where Fed policy stands. After being recued, you’re given the following the information… US Real GDP is at its highest level ever, up 12% over the last year and on pace for its highest annual growth rate since the […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 97 FOMC Meetings… Before 85 of those meetings, the market was pricing no change […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 96 FOMC Meetings… Before 84 of those meetings, the market was pricing no change […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 95 FOMC Meetings… Before 83 of those meetings, the market was pricing no change […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 94 FOMC Meetings… Before 82 of those meetings, the market was pricing no change […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 93 FOMC Meetings… Before 81 of those meetings, the market was pricing no change […]

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28 Trillion and Counting

US National Debt has crossed above $28 trillion for the first time, increasing $4.6 trillion over the last year. As a percentage of economic output (GDP), our national debt has never been higher, steadily increasing over the past 40 years from 31% in 1980 to 130% today… Why is the ratio going up? Simply put: […]

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Tomorrow’s News Today

There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 92 FOMC Meetings… Before 80 of those meetings, the market was pricing no change […]

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