Author: DanNevins

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Economics

An Inflation Indicator to Watch

“Inflation is always and everywhere a monetary phenomenon.” —Milton Friedman Have you ever questioned Milton Friedman’s famous claim about inflation? Ever heard anyone else question it? Unless you read obscure stuff written for the academic community, you’re probably not used […]

The Pre-Recession Plunge?
Economics

The Pre-Recession Plunge?

“Ya gadda have a praaacess” – British portfolio managers mimicking their American colleagues When long ago a former employer sent me to London to join the other Americans, or mostly Americans, building out its U.K. office, my job was to […]

Bull, bear, or donkey?
Economics

Bull, bear, or donkey?

By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers In September, we proposed a theory of the Fed and suggested that the FOMC will soon worry mostly about financial imbalances without much concern for recession risks. We […]

S&P 500 Becoming the New ‘Cash’
Economics

S&P 500 Becoming the New ‘Cash’

By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers Pension plan administrators do it. Their actuaries and consultants do it. Professional endowment and foundation investors do it. Financial advisors do it. Private investors may or may not […]