Can the Kool-Aid Be Remixed?
Tomorrow we’ll get the Congressional Budget Office’s first look at the budgetary consequences of Donald Trump. That is, the CBO … Read more
DanNevins
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? … Read more
The Pre-Recession Plunge?
“Ya gadda have a praaacess” – British portfolio managers mimicking their American colleagues When long ago a former employer sent … Read more
Trump’s stock rally versus the Kennedy rally and subsequent Slide
If 2018 rings in a bear market, it could look something like the Kennedy Slide of 1962. That was my … Read more
Here’s a Strong Signal from the Economic Dashboard
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers We’ve been seeing more and more commentaries … Read more
Bull, bear, or donkey?
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers In September, we proposed a theory of the … Read more
The Power and Irony of “MDuh”
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers Forget about big hair, Ray-Bans, and Donkey Kong. … Read more
A Chart That Fed Correspondents Should Investigate
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers We’ve produced some research over the years that … Read more
How To Survive and Thrive in a “Zlatan Market”
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers REPORTER: “Who will win the World Cup playoff?” … Read more
Kevin Warsh May Be the Next Fed Head—Let’s See What He Really Thinks
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers As reported earlier this morning by the Wall … Read more
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 … Read more
Is This What the Next Bear Market Looks Like?
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers Even as the Fed’s decision makers are beginning … Read more
Yet Another Theory of the Fed? Great…
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers The world hardly needs another theory of the … Read more
Falling Auto Sales May Not Say What You Think
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers Summary Auto sales slid further in August. Some … Read more
What Financial Conditions Tell Us (Two Charts and One Prediction)
By Daniel Nevins, CFA, Nevins Research, author of Economics for Independent Thinkers It seems every bank, including central banks, publishes … Read more