Keynesian Economic Policies In Action

Monthly as of April 2020

There Were Some Great Days During The Previous Bear Market As Well

It Could Get Much Worse From Here

Chart Of The Day: Current sell-off vs other bear markets

Source: themarketear

The Current Stock Market Crash vs 2008

If the bond market is still the smarter one, stocks should fall further over the coming days and weeks

This Bubble Is Substantially Worse, But These Readings Are Similar To The Hight Of The Dot-com Bubble

Hardly A Recipe For Economic Success

Ever more money being pumped into the U.S. economy, with less and less being channeled to the manufacturing industry.

If Equity Valuations And The Yield Curve Still Matter, This Ain't Great News For 2020.

Risk Assets And U.S. Banks Again Saved By The Fed

Listen To The Bond Market

For more on the U.S. stock market, see my latest article:

Brace Yourself For What Ought To Be The Riskiest October On Wall Street Since 2008

This Ratio Usually Doesn't Climb Much Higher, And Tends To Drop As A Stone Together With The Stock Market

U.S. stock market valuations relative to the treasury yield spread

For more on stock market valuations and the yield spread, see my latest article: 

I've just published a new article concerning monetary policies, debt, and equity valuations. https://t.co/nkfEtwhqAq

— Atle Willems, CFA (@atlewillems) October 3, 2019

The U.S. Stock Market - Let's Party Like It's 1999!

Divergence

Not That Different This Time

Brace For Autumn

U.S. Personal Debt Is Not That Cheap To Service Anymore....

And the growth rate of those costs is starting to look a bit like 2000/2001 and 2007...

Danger

A Turn For The Worse

As of 19 April 2019

Related article: The Price of Inflation

U.S. QT