Two Reasons the Stock Market is Still Overvalued

March 20, 2020 rockymtndan 0

Mike Maloney does a great job of explaining why the currency creation that took place since the late 1960’s has distorted financial assets including the stock market. Stocks have a long way to fall before they become fairly valued. They are very unlikely to return to bubble prices seen in the 2010’s anytime soon.

The Largest Financial Event of our Lifetime

March 14, 2020 rockymtndan 0

A very interesting interview with Raoul Pal discussing the impact of CoVid19 and how those events are triggering an implosion in the debt, equity and pension systems. At the end, he offers a great perspective on Bitcoin and Ethereum and the emerging financial system. Fantastic macro insights!