FOMO, Momentum, The Fed, But No Fundamentals
As of this writing, the equity markets are on a three-day losing streak, caused by less optimism on the
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A Full-Employment Recession: Post-WWII Growth Model Flawed
There were three big interrelated economic events at the end of October. We had the first pass at Q3
Demographic Trends: The Case Against Negative Interest Rates
Japan has a 2.2% unemployment rate, yet, for 30 years, they have not had any significant economic growth, due
