Podcast

Is US CPI going up or down by yearend 2023?

The Silicon Valley Bank crisis started when the US government shut down its economy.

Larry Swedroe is head of financial and economic research at Buckingham Wealth Partners. Since joining the firm in 1996, Larry has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with an enthusiasm few can match.

What do you think: Which of the global sectors is most attractive?

What do you think: Which of the largest country’s stock markets is most attractive?

What do you think: Are we headed for a recession or has the Fed engineered a soft landing?

Unlike EMs, DMs benefited from nearly free money. The market believes US ST rates rise has quelled inflation. What do you think: Has the Fed succeeded at quelling inflation or not?

Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?

In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.

WW2.5 is what I like to call “The US against who?” You may say China or Russia. In my opinion, those are both wrong. It’s the US against Europe. And the US just won. The Russia-Ukraine conflict has encouraged US dominance over Europe. Let’s take a deeper look at this dominance.