The Buffett Indicator is flashing red and has been for a while now.
Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.
The Fed could be setting the US economy up for a harder fall down the road.
A long-forgotten economic indicator demands a reappraisal, says Daniel Nevins, CFA.
Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.
“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”
The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.
Published estimates suggest inflation has been nonexistent despite extended, near-zero interest rates and a near doubling of the M2 private money supply since the recession.
Warren Buffett once said, “You only find out who is swimming naked when the tide goes out.” Could the tide be receding for the US economy? Ron Rimkus, CFA, explores the question.
By continuing to use the site, you agree to the use of cookies. more information
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.