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Chris Recker discusses the decline in S&P 500 free cash flow, investment in AI, and the expectations underlying stock prices. Recorded 12/6/2024.
Chris Recker discusses the negative signals of aggressive Fed policy and high valuations in equity markets. Recorded 10/4/2024.
The economy is witnessing an unholy trinity of false ideas, weakened institutions, and malign interests converging to stymie its long-term health and resilience.
Long term investment – the type that yields a future return - may be the best tonic for real, sustainable growth that creates jobs and lays the foundation for economic strength.
The Fed's Monetary Review looks like a continuation of the Greenspan school. If the Fed is successful in generating significant inflation, impacts on markets could follow.
We are now witnessing the recession that is following the depression. Job markets are troubled. The official unemployment rate in no way communicates reality of U.S. labor markets. Over 55 million initial jobless claims or nearly 33% of February labor force levels have been filed since March 12th.
Through massive levels of unemployment and extreme factors pressuring small businesses, the pandemic shutdowns have introduced a new dynamic that could hinder the recovery.
Instead of investing in the future of the U.S. with initiatives that seek a pay-off, recent bailouts and market manipulations will only hamper long-term growth. Is the U.S. heading toward Japanification?
The West will face some difficult truths as it confronts this health, economic, energy and financial crisis. We will emerge as a stronger, more self-sufficient and humane civilization.
The IMF's latest Global Financial Stability Report estimates a staggering amount of global corporate debt-at-risk. But, is the problem contained?
In 2008 short-term funding markets experienced issues that led to Fed intervention. They were a sign of increasing counterparty risk. Today, are the repo markets calling out again?
