Latest Insights on ERIC
Cuts Won’t Work — Get Ready for a Recession August 28, 2019 Recession, U.S. Economy, Winning Investor Daily The world’s central banks have no idea what they’re doing. That means in the next market slump, you’re on your own. Are you ready?
Chinese Tariffs & Trump Tweets Whipsaw the Stock Market August 23, 2019 Great Stuff Friday Four Play: Jerome Powell Says “As You Wish” … Almost Fans of The Princess Bride know that the biggest classic blunder is getting involved in a land war in Asia. The second is betting against a Sicilian when death is on the line. After the events of this morning, I think we really must […]
Investors Are Wrong — This Isn’t the Big One August 19, 2019 Recession, Stocks, Winning Investor Daily When stock market averages decline, fear surfaces. We fear our retirements won’t be secure. We fear every decline might be the start of the big one.
Yield Curve Inverts — The Fed Will Save Us From a Recession August 16, 2019 Government & Politics, Recession, U.S. Economy, Winning Investor Daily An inverted yield curve has preceded the last seven recessions. And, like Lois Lane in the Superman comics, investors are left openly wondering: “Who will save us now?”
Averting the Trade War on Christmas August 14, 2019 Great Stuff Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […]






