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Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to upgrade both economic and earnings estimates. More importantly, investors are incredibly long-biased in portfolios, with equity allocations reaching some of the highest levels in history. What Subramanian questions, and something we have asked previously, is all the  “good news” already  “priced in?” “Amid increasingly euphoric sentiment, lofty valuations, and peak stimulus, we continue to believe the market has overly priced in the good news. We remain bullish the e...

Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts are rushing to upgrade both economic and earnings estimates. More importantly, investors are incredibly long-biased in portfolios, with equity allocations reaching some of the highest levels in history. What Subramanian questions, and something we have asked previously, is all the  “good news” already  “priced in?” “Amid increasingly euphoric sentiment, lofty valuations, and peak stimulus, we continue to believe the market has overly priced in the good news. We remain bullish the e...

Beyond Capital : Marx’s Political Economy of the Working Class, he sought to correct a significant “one-sidedness” or incompleteness in Marx’s Capital. In his new work, Between Capitalism and Community, he extends and draws out the political consequences of his earlier work. When Marx was writing Capital, he made projections for a number of volumes on an expanded range of economic subjects. In the end, he only published volume one, with volumes two and three being compiled from his notes after his death. One of the unwritten volumes was to be on the subject of wage-labour. The abse...

Recently, the  March jobs report showed a whopping 916,000 new jobs. Interestingly, there were some anomalies in the data and millions missing from the official count. As shown, there has been a substantial reduction in the unemployment rate back to 6%. Historically, an unemployment rate of 5% was considered “full employment.” However, for the Federal Reserve to have  “cover” to continue current monetary interventions, a new standard has been set at the previous lows of 3.8%. The reality is there is a multitude of problems with how the entire series is  “guessed at.” As note...

Central Banks Update: Q1 2021 The hosts of "Fed Watch" reflected on bitcoin and macro-economic news from the first part of 2021. Author: Apr 7, 2021 The hosts of "Fed Watch" reflected on bitcoin and macro-economic news from the first part of 2021. In this episode of Bitcoin Magazine’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner reminisce about the year on the podcast so far and cover recent developments from the major central banks of the world. There have been so many great guests on “Fed Watch” this year so far that span a unique swath of bitcoin and macro econ...