Tag: Business Columnists

Toward Stagflation?

Commentary  In February, the United States recorded the fastest inflation print, 7.9 percent, since January 1982. In January 1982, the federal funds rate was 13.2 percent (on average). On March 16, the Federal Reserve raised the federal funds rate to a range of 0.25–0.50 percent. It’s a joke, really. Like I wrote in my previous…


3 People You Have to Hire

By Taylor Kovar Staffing can be a nightmare. For companies big and small, onboarding is an expensive timesuck that’s fraught with anxiety over how it will all work out. All that time spent describing the open position and searching for a qualified candidate that fits the mold only leads to more strife. Fortunately, there’s a…


Consumers and Markets Agree Consumer Prices Are No Longer Our Chief Concern

Commentary  As expected, the Federal Reserve’s policymaking body, the Federal Open Market Committee (FOMC), voted to raise the benchmark federal funds range along with the various monetary policy tools to accomplish this (IOER, RRP). Increasing each by one-quarter point, Chairman Jay Powell and the Fed’s other committee members are trying to send a message to…


Could China Use Ukraine War to Challenge US Dollar Hegemony?

Commentary Russia’s war in Ukraine, and the West’s response so far, has been a gift to China. The West’s strict sanctions on Russia have isolated the country from much of the world. It needs a financial lifeline. The war in Ukraine, and the West’s sanctions against Russia, is providing a unique opportunity for China to…


How I’ve Beaten Inflation

Commentary  Inflation is here, and it’s breaking records. Currently, the inflation rate in the United States is 7 percent, the highest it’s been in 40 years. The spike is the result of a perfect storm of economic factors: a massive cash infusion into our economy combined with high demand for consumer goods and persistent supply…


Why Cash Is a Position

Commentary  To have a consistent edge in the market a participant has to be able to effectively take advantage of an opportunity or perceived inefficiency that others either are unaware of or potentially unable to see or exploit. This can be information, technology, superior knowledge of the fundamentals or technicals, and a variety of other…


The CCP Attacked H&M, Which Immediately Caved

News Analysis The story of H&M in China is the story of a global brand getting bullied into not only silence on human rights issues, but likely active support for the priorities of the Chinese Communist Party (CCP). H&M is a small entity compared with the CCP, which controls an economy of $14.7 trillion ($24.3…


China’s Share of the Lithium Market Is Staggering

News Analysis “China controls the processing of pretty much all the critical minerals, whether it’s rare earth, lithium, cobalt or graphite,” said Pini Althaus, CEO of USA Rare Earth It is estimated that mainland China has 75 percent to 80 percent of the global lithium battery supply. This is not a mistake. China may have…


More Countries Consider Returning to Fossil Fuels to Maintain Energy Security

Many countries worldwide have been faced with a dilemma over the last year: turn to fossil fuels to maintain energy security or rely on renewables to achieve long-term objectives.   In the aftermath of the pandemic, a growing number of nations have endured power outages, shrinking inventories, and higher oil and gas prices. Despite investing…


What’s Wrong with Tech Stocks?

Commentary  Many investors are noticing that technology stocks are going down much more than the general market recently, and we’ve been getting a number of questions regarding the reason.  This has to do with the expected increase in interest rates, which has been a frequent topic of this column.  This phenomenon is well-known to market…