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Category Archives: Main Page
On slowing growth, a flattening yield curve and bear market losses
It’s important to understand that yield curve inversion and bear markets typically begin 9 to 12 months before any recession is officially proclaimed in backward looking data. Here is my partner Cory Venable’s chart showing the inversion points in the … Continue reading
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Synchronized global slowdown on crushing debt and falling free cash flow
The Atlanta Fed is out today with its latest mark down in the US GDP growth estimate for Q1 2018: The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2018 is 1.9 … Continue reading
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Sales incentives queer advice and breach trust. Yes, they do.
Self-dealing, breach of trust business models are so mainstream and lucrative in finance, many seem to feel that resistance is futile and we have no choice but to keep feeding the beast. This thinking is financially suicidal and must change. … Continue reading
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