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Newsclips
Quick Comments/What We’re Reading
December 29, 2021
Today's topics include more on bearish revisions to Q1 GDP, what needs to happen for another equity bull run in 2022?, this is not a stock picker's market, European gas prices retreat, farewell LIBOR, betting on the dollar, interpreting bond market bets, and two-thirds of 2021 IPOs now below offer price
Newsclips
Cartoons
December 29, 2021
Newsclips
The Omicron Spike Gets the Attention of Economists
December 28, 2021
As Omicron cases surge worldwide, several million lost workdays are piling up. This will lead to a slowing of production and the supply chain, but not a similar loss of demand. The result will be more upward pressure on inflation.
Newsclips
Quick Comments/What We’re Reading
December 28, 2021
Today's topics include talkin' markets, looking beyond the FAANG stocks, China promising economic stability in 2022, the year of shortages, ARK funds' underperformance in 2021, legacy Euro currencies being held, companies continue to raise capital, hedging via options, and DAO's allow crypto collectivism
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Cartoons
December 28, 2021
Newsclips
Quick Comments/What We’re Reading
December 27, 2021
Today's topics include inflation fears, fixed income's terrible year, excess cash inflating valuations, CEO's concerns in 2022, used car prices, paying for the pandemic, hedge fund returns, covid update, and crypto regulation
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Cartoons
December 27, 2021
Charts of the Week
Comparing the Value of Credit in the U.S. to GDP
December 25, 2021
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.
Charts of the Week
Breaking Down Debt in the U.S.
December 25, 2021
A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper
Charts of the Week
Funding Gaps at Public and Private Pensions
December 25, 2021
Private pension funds have much smaller funding gaps than their government counterparts.
Charts of the Week
Defined Benefit Plans Continue to Shrink
December 25, 2021
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.