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Worth Reading 9.19.18

IC Investments Post

Macro Update

Eurodollar University I

Eurodollar University II

Potholes for Bull Market

Extrapolating Growth

Deflationary Decade(s)

Household Debt

Red Flag

Posted in Worth Reading on September 19, 2018 by stephenmbrennan. Leave a comment

Worth Reading 8.4.18

IC Angles Investment Post

Allocation Update

Top of GDP

China Decoupled

Chinese Debt

Extrapolating Growth

Problem with Passive

Market Overvalued

Market GDP

Factor Investing

More on Factors

Posted in Worth Reading on August 4, 2018 by stephenmbrennan. Leave a comment

Worth Reading 7.8.18

IC Angles Investment Post

Economic Outlook

Lack of Pay Raises

Retail Apocalypse

Allocation Update

Japanification

The Trap Door

Corporate Debt

More Corporate Debt

Posted in Worth Reading on July 8, 2018 by stephenmbrennan. Leave a comment

Worth Reading 5.20.18

IC Angles Investment Post

Economic Update

Asset Allocation

Tax Cut Impact

QE and QT

Bull Trap?

Market Valuation

Measuring the Bubble

Retiree Crisis

Pension Crisis

 

Posted in Worth Reading on May 20, 2018 by stephenmbrennan. Leave a comment

Worth Reading 4.13.18

IC Angles Investment Post

Market Update

Economic Update

China’s Choice

Just USD

Next Crisis Will be Last

Risk Aversion

Minsky

Basis for Rate Hikes

Right Curves

Market Overvalued

Posted in Worth Reading on April 13, 2018 by stephenmbrennan. Leave a comment

Worth Reading 3.25.18

I.C. Angles Investment Post

Asset Allocation Update

Economic Update

Debtor’s Prism

China’s Economic Start

Economic Boom Narrative

 

Posted in Worth Reading on March 25, 2018 by stephenmbrennan. Leave a comment

Worth Reading 2.19.18

I.C. Angles Investment Post

Economic Review

Allocation Update

No Investment Boom

Measuring the Bubble

Market Valuations

Market Crash Scenario

Ghost of 1987

Margin Debt

Household Debt

JOLTS of Drugs

Posted in Worth Reading on February 19, 2018 by stephenmbrennan. Leave a comment

Worth Reading 1.19.18

I.C. Angles Investment Post

Allocation Update

Economic Review

Third Times a Charm

No Limits to Speculation

S&P 3000

Weak Economy

Real Wages

Unemployment Update

Market Valuations

Disposable Income

Posted in Worth Reading on January 19, 2018 by stephenmbrennan. Leave a comment

Worth Reading 12.31.17

I.C. Angles Investment Post

Economic Review

Market Valuation

Market Delusions

Labor Force Participation

Rude Awakening

 

Posted in Worth Reading on December 31, 2017 by stephenmbrennan. Leave a comment

Worth Reading 11.22.17

I.C. Angles Investment Post

Economic Overview

Inside Q3 GDP

Market Valuation

Valuation and Yield

Why AI is the New Electricity

Household Debt

What are Reserves?

 

Posted in Worth Reading on November 22, 2017 by stephenmbrennan. Leave a comment

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