Author: Eric Cinnamond

A Table For The 2-Year
Economics

A Table For The 2-Year

Excluding the hiccup in 2015-2016 (energy credit bust), the current economic and profit cycle remains intact. According to conventional wisdom, strong profits and a healthy economy are good for stocks. In fact, besides the belief interest rates will remain lower […]

What’s Happenin’ Q3 2017
Value Investing

What’s Happenin’ Q3 2017

During periods of inflated asset prices, patience is an essential tool for absolute return investors. In addition to avoiding eventual losses associated with overpaying, patience allows absolute return investors to act decisively when valuations revert and opportunities return. While patience may be required during certain periods of […]

Chick-fil-wAges
Business

Chick-fil-wAges

My wife just emailed me the picture below. At first I thought she was sending it in support of my last article on inflation, but then I realized she was actually encouraging me to get a job! I remember some […]