markets

The key things to know about the great American bubble machine

By / 26 Comments / 11 October 2017

Summary: It’s increasingly obvious that the US economy has become locked into a low-growth, bubble-driven, boom-bust mode. This post provides a brief description, an antidote to the news media’s superficial coverage of this important dynamic. If readers are interested, future posts will provide a deeper analysis.  {1st of 2 posts today.} Contents Bubbles, bubbles, everywhere. …

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Today’s forecast for the US economy & stock market: cooling, perhaps with storms.

By / 4 Comments / 11 October 2017

Summary: Today we have another briefing on the US economy and stock market. The situation grows darker, cliffs might lie ahead, but it’s still too soon to say more than that. Read on to learn the details.  {1st of 2 posts today.} This is a new economic regime, profoundly different than the post-WWII era. Many …

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Don’t ask if there’s a biotech bubble. Ask why we have another bubble.

By / 2 Comments / 11 October 2017

Summary: Powerful trends occur when multiple waves combine. So it is with the biotech bubble, where our inability to learn about our out-of-control financial sector meets the grifter economy. The results will be spectacular, and typical of our time — powerful benefits to society manipulated to produce massive profits for the 1%. As you read …

Don’t ask if there’s a biotech bubble. Ask why we have another bubble. Read More »

Economics gets interesting as the economy darkens while stocks bubble

By / 9 Comments / 11 October 2017

Summary: These economic status reports grow more interesting as the data shows slowing while the stock market bubbles. It’s nothing like 2007, except in our blindness to events and disinterest in preparing for obvious risks. When the recession arrives (we can’t know when), I believe it will mark the start of a new economic order. …

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New economic data only deepens the mystery.

By / 11 Comments / 30 December 2015

Summary: When will the next recession arrive? Economists, like most professionals, sell certainty. They assure us that data has meaning and can be understood. Sadly that’s reliably true only during trends, so economists usually miss inflection points. And a new era began ~2000, bringing new dynamics and normals, making the search for inflection points especially …

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