CPI 5%…Market Jumps to New Highs

I’ve had the privilege of being a CNBC commentator for over 14 years now. Prior to Covid I would often travel to the studios in Englewood Cliffs and participate in a full hour show talking stocks, markets and the economy. Sometimes, I’ll write about how this all came...

Transitory or Lasting Inflation? Yes

Sometime during Covid we launched our first Zoom webinar entitled the Inflationary Freight Train. Many wondered just why we would be concerned about such a topic when the economy had screeched to a halt, consumer spending was nonexistent and inflation was nowhere to...

It’s Happening

Several months ago we hosted a webinar entitled The Inflationary Freight Train. During our time together we looked at the history of monetary induced inflation going all the way back to the Roman Empire. We walked through the 1950s and the 1970s and landed on where we...

The Last Piece of the Puzzle

The economists got it wrong during and after the financial crisis because they incorrectly predicted where money would flow. You may remember the dire inflationary predictions during the experimental rounds of QE1, 2 and what turned out to be QE infinity. Their...

Stop, this is no Game

The challenge I have with the GameStop action is not the inefficiency of markets or the lopsided short positions, which fueled the upside. My challenge is not with the Reddit threads or Robin Hood traders. Nope, the biggest problem I have with the GameStop type action...

Debt…It’s Really That Simple

OK listen up because I’m only going to say this once. Well, maybe that’s not true as it is going to become my mantra now for anyone who will listen. Not a day goes by I don’t think about the current economic environment we’re in....

You Know How this Works!

I’ve been in this game now for over 20 years. In reality, that’s nothing compared to the more than 200 years we’ve been exchanging stock ownership in this country. That being said, I’ve been around enough to know how these cycles work. Spoiler alert, if you’d rather...

A Financial GPS

A couple of times a year our family takes road trips to visit our extended family out of state. With two young kids it’s no small endeavor. So, after packing the minivan to its limits with all of the necessities and more, including countless bags of roadworthy high...

Distractions and Drama

Distractions are everywhere. It is hard to go through a day without an ‘in-your-face’ headline. For some reason, I feel that when we only had 3 channels on our television, AM talk radio and the newspaper, we managed these distractions much better. Today however we...

What’s Missing from this Bubble

Look, I get it. The trailing multiple for the S&P is over 38, much higher than the median historic average of just under 15. Other metrics such as price to sales, price to cash flow, p/c ratio and investor sentiment surveys suggest extreme optimism. You’d have to...

Our Thoughts

It’s Happening

It’s Happening

Several months ago we hosted a webinar entitled The Inflationary Freight Train. During our time together we looked at the history of monetary induced inflation going all the way back to the Roman Empire. We walked through the 1950s and the 1970s and landed on where...

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