Latest Insights on DAL
Find Refuge From This Dual Threat
August 18, 2021 Big Picture. Big Profits., Investment Opportunities, U.S. Economy
Time to start “dialing back.”
That’s how Mary Daly, president of the San Francisco Fed, views the Federal Reserve’s stimulus measures. Daly sees less need for support, and she’s hardly alone in her view.
No fewer than eight other Fed presidents have voiced a similar assessment recently. That’s because they are confident about the ongoing economic recovery.
The first place they will start is the Federal Reserve’s massive $8.2 trillion balance sheet, which has swelled by 100% since the pandemic began.
But those views are at odds with the surge in new COVID-19 cases as the delta variant spreads. Consumers, Confidence & COVID-19; Disney Vs. NATO & Tesla Auto-Pay
July 19, 2021 Great Stuff
Vax In The Saddle Again I leave for a week of vacation, and I come back to … this? COVID-19 cases are soaring again. Inflation fears are running rampant. And the stock market is having a conniption fit. It reminds me of an old joke my grandfather used to tell: Peat and repeat walk into […] The Big Bank Manifesto: Haulin’ Oats; Delta Takes Off
July 14, 2021 Great Stuff
Earnings You Can Bank On … Maybe It is Wednesday, my Great Ones! Today, we’re talking about easy money. No, not the 1983 movie with Rodney Dangerfield and Joe Pesci, which no one seems to talk about anymore. We both know that movie can’t get no respect. Anyway … the Fed isn’t easing up on […] Down With America’s Bloated Corporate Overlords
July 13, 2021 Big Picture. Big Profits., Economy, U.S. Economy
Time to take our power back. Jobs On The Rise, Virgin’s Branson Flies & Robinhood’s Lying Eyes
July 2, 2021 Great Stuff
Friday Four Play: The “Jobs! Jobs! Jobs!” Edition Welcome to Friday, Great Ones! This is no ordinary Friday, though. Today is jobs day! That’s right: The Labor Department said this morning that the U.S. economy added a better-than-expected 850,000 jobs in June … and economists are both excited and scared. On one hand, economists praised […]