Ignore the Noise (w/ AK) | The One Thing

Ignore the Noise (w/ AK) | The One Thing This video shows why we should ignore the noise in the market and ask yourself, “what information is useful?” and “what information is just noise?” The…

St. Louis Fed Financial Stress Index

St. Louis Fed Financial Stress Index Before a coming recession, also watch the St. Louis Fed Financial Stress Index for forecasting the future. It uses 18 weekly data series to measure financial stress in the market: seven…

US Stock Market since 1900

US Stock Market since 1900 “For 240 years, it’s been a terrible mistake to bet against America” — Warren BuffettThis great chart of the US stock market since 1900, is a very good illustration of…

When recessions are occurring in the US?

When Do Recessions Occur in the US? Since 1948, recessions occur in the US after the unemployment rate is lower than the natural rate of unemployment (long-term), with a very high degree of confidence.

Real GDP vs. Real Fed Funds Rate

Real GDP vs. Real Fed Funds Rate One of our most favorite charts is the real GDP vs. the real Fed funds rate (adjusted for inflation). Historically, recessions begin when the real Fed Funds rate…

Real Fed Funds Rate

Real Fed Funds Rate Real Fed funds rate is a key indicative factor, because it’s a very good measure of how tight or loose monetary policy is. Real Fed funds rate is the “true cost”…