by Daniel White | Apr 29, 2024 | Economy
April 29, 2024 This is a continuation from the first part of a two-part miniseries on bubbles and anti-bubbles. If we’re in a bubble now, what should you do about it? Acquire anti-bubble assets. Back in July 2021, buying energy stocks was an excellent anti-bubble...
by Daniel White | Apr 22, 2024 | Economy
April 22, 2024 According to multiple experts, we’re in a bubble. One is portfolio manager Diego Parrilla, who wrote “The Anti-Bubbles: Opportunities Heading into Lehman Squared and Gold’s Perfect Storm.” His book describes bubbles as the process by which asset...
by Daniel White | Apr 15, 2024 | Economy
April 15, 2024 The March 2024 jobs report showed how unemployment rose to 3.9% in February, up from 3.7% in January. It’s the highest figure since January 2022, when the rate was trending lower from the pandemic peak. The unemployment rate has incrementally moved...
by Daniel White | Apr 8, 2024 | Economy
April 08, 2024 Is it just me, or does the cost of pretty much everything seem to be on the rise? For instance, you used to be able to find deals at the grocery store. But not anymore. Now prices border on absurdity. Even Trader Joe’s is in on the act after increasing...
by Daniel White | Mar 25, 2024 | Economy
March 25, 2024 I’ve mentioned extreme stock market valuations before, and we seem to be in a similar situation now. A recent Wall Street Journal article showed how the S&P 500 is expensive using multiple valuation methods: The price-earnings ratio is above its...
