January 21, 2022
Could Oil Prices Hit $100/barrel (again)?
The price of oil has risen by more than 400% since it hit a low of $20/barrel in April of 2020. However, at the current price near $80/barrel, it is still well below its former peak of $140/barrel hit way back in June of 2008. Could oil prices get back over $100/barrel anytime soon? What […]
October 26, 2021
The “Great Resignation” – a permanent or passing event?
It seems like nearly every retail store has a “help wanted” sign on the door these days. US GDP growth and corporate earnings have rebounded since the pandemic, but availability of labor seems to be an issue. According to the US Bureau of Labor Statistics, the quit rate among US employees hit an all-time high […]
September 29, 2021
The Economic Impact of China’s New Political Ideology
Most investors have noticed that China’s stock market has been falling this year, especially Chinese offshore companies. Given that the US and many other developed countries are largely capitalist, it is difficult for many to understand why China’s government is intervening so heavily in its industries and financial markets. For example, Beijing essentially eliminated the country’s […]
August 2, 2021
Is inflation transitory or here for a sustained period?
The answer is likely that some of the inflation we are experiencing will stay for a sustained period, but it is quite possible that much of the recent spike will dissipate as supply chains reopen and comparisons to the very low levels during the pandemic roll off. Some of the headlines have been shocking, like “U.S. […]