Tag Archives: buffett indicator

Flying on a Wing and a Prayer

Posted on September 22, 2023 by MN Gordon

The main essence, as we understand it, is that over the last 18 months the Federal Reserve has reduced its balance sheet by nearly $1 trillion. With less Fed credit available, market interest rates must go higher. As interest rates go up, asset prices (stocks, bonds, and real estate) will eventually go down. Continue reading →

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Are You Gambling with Your Retirement Account?

Posted on June 30, 2023 by MN Gordon

And just like that.  The year is half over.  Can you believe it? Hardly the blink of an eye ago we were putting the final touches on our one great big nasty prediction for 2023 – that China will invade … Continue reading →

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Riding the Type 3 Mega Market Melt Up Train

Posted on November 8, 2019 by MN Gordon

The decade long bull market run, aside from making everyone ridiculously rich, has opened up a new array of competencies. The proliferation of ETFs, for instance, has precipitated a heyday for the ETF Analyst. So, too, blind faith in data has prompted the rise of Psychic Quants…who see the future by modeling the past. Continue reading →

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How to Cash In On the Economic Sweet Spot

Posted on March 27, 2015 by MN Gordon

By all accounts, the U.S. stock market is expensive.  Not only is it hitting new nominal highs, its valuations are also off the charts.  How can one tell? Fortunately, there are several metrics to guide us.  The Shiller’s Cyclically Adjusted … Continue reading →

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