Commentary The battle is on. The Fed is now charging full steam ahead against the enemy inflation. What was transitory only a few months ago turned out to be more endemic and threatening than any of the Federal Reserve members could see. Only weathermen and Federal Reserve members can be so wrong, for so long…
Trudeau’s Emergency Measures Will Accelerate Decentralized Finance’s Importance
Commentary In recent years, the financial sector has become a key target of progressive activists seeking to implement their agenda. Activists have used a variety of methods to persuade and pressure financial institutions to do their bidding. They have successfully pressured the financial sector to adopt standards on environmental impact, social impact, and broader corporate governance, collectively…
Uncertainty a Boost to Chinese Stocks?
March 11, 2022
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Commentary So far in 2022, the Chinese stock market has outperformed expectations. After spending most of 2021 on the “uninvestable” list, Chinese stocks have been boosted by two external developments. Last year was punishing for most investors with mainland Chinese exposure. Besides China’s uneven economic recovery due to its restrictive COVID policies, regulators spent the…
Do We Need a Digital Dollar?
Commentary A new presidential order touches on the matter of a digital dollar and the Federal Reserve (Fed) has at last released a promised study on the subject. The Fed reached no conclusion but made clear its openness to the matter. It has left 120 days for comment. Whatever the Fed, or the White House,…
Have Investors Surpassed ‘Peak China’?
Commentary This is the first article of a two-part series on the growing risks of China investment. U.S. companies renewed their investments in China in the latter half of the 20th century once President Richard Nixon opened diplomatic relations with the country in 1972. For 40 years, after Congress excepted China from the rules otherwise…
Commercial Space Race is Getting Hot
Commentary Of the three private space mavericks here on planet Earth, Richard Branson seems to be the forgotten explorer. In July 2021, Sir Richard and five other crew members climbed aboard Unity 22 and blasted skyward to personally explore the edge of gravity. Since then, things have been pretty quiet from the company—until recently. Barron’s…
ESG Funds Ain’t Ready for Prime Time
Commentary How green is your green portfolio? There’s a relatively new trend in investing called ESG. ESG stands for “environmental, social, and governance,” which generally means investing with an eye to sustainable outcomes. Marketwatch defines it like this, “The point of sustainable investing is to use personal values to invest in companies the person believes…
Is the Federal Reserve Truly Independent?
Commentary There are presently five open slots on the Federal Open Market Committee (FOMC), the policymaking body for the Federal Reserve system. These are vacant because of political disagreements in the Senate. President Joe Biden has nominated someone for each seat, while last month Republicans on the Banking Committee called a halt to every one…
Will the Stock Market Crash? Part 2 of 2
Commentary In my last column (“Will the stock market crash? Part One of Two”), I answered this question in the affirmative, on the grounds that the market was the second most overvalued in history according to Shiller’s CAPE Index, and it had the highest level of margin debt since the Great Depression. Both conditions set…
A Financial Iron Curtain
Commentary With war in the headlines and market volatility at an extreme, you might have missed this tidbit in Monday’s Epoch Times, entitled “China, Russia Trade Surges Amid Ukraine War”: China’s “exports to Russia rose by 41.5 percent in the first two months (of 2022) compared to the previous year to $12.6 billion, topping growth with…
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