Monthly Archives: July 2023

This discussion offers an important overview of current financial conditions and what they suggest from here. Dr. Lacy Hunt says a credit crunch is now at hand that will start freezing up the gears of the US economy. Here is … Continue reading →

Danielle was a guest with Jim Goodard on Talk Digital Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.

For those who pay attention to risk/reward dynamics, the prospective compensation for equity risk over Treasury bonds is today the lowest since the market peak in 2007-08 (S&P 500 forward earnings yield minus the ten-year Treasury yield). David Rosenberg, founder … Continue reading →