top of page
INSIGHTS
Search
Steven Connell
Jan 4
Oil Prices are Vulnerable
Mention oil to a middle-aged value investor and his eyes are likely to turn glassy in awe. This generation remembers walking to school...
Steven Connell
Dec 16, 2023
Why the Concept of Communism is Flawed
Innocent unknowing people often claim that communism is wonderful in theory but fails in the way it is implemented. This belief is both...
Steven Connell
Nov 9, 2023
Unconstitutional Purchase of Treasury bonds by Fed Cost US Taxpayers Three Trillion Dollars
Jason Furman would not be of the opinion that “Profits and Losses Don’t Matter at the Federal Reserve” (WSJ, Sep 28, 2023) if he had any...
Steven Connell
Apr 16, 2023
What is your view of gold prices?
Q: What is your view of gold prices? A: Gold is likely to do well for three reasons: 1) Gold prices typically perform well when nominal...
Steven Connell
Mar 3, 2023
Did the pandemic benefit the American economy?
My short answer to this question is “no.” The US government’s response to the pandemic—to shut down the economy—caused severe hardship to...
Steven Connell
Feb 22, 2023
What happens to developing countries when countries with large economies experience recession?
Typically investments in developing countries come from developed countries particularly the United States. Recessions in these developed...
Steven Connell
Feb 16, 2023
Why does the dollar go down when the stock market goes up and vice versa?
When interest rates decline, that is good for the stock market because it lowers the cost of capital for businesses operating in the US....
Steven Connell
Jan 18, 2023
Q & A: What was the cause of post-COVID inflation?
Inflation is caused by too much money chasing too few goods. Milton Friedman said that. The Federal Reserve had bought $5 trillion of...
Steven Connell
Oct 25, 2022
Stop The Rate Increases
Jay Powell is enamored of Paul Volcker. What a shame The Federal Reserve Chairman does not show the same admiration for Milton Friedman....
Steven Connell
May 21, 2022
The Bear in the Room: The 10-year Treasury Rate
The Bear in the Room: The 10-year Treasury Rate Where is the bottom for the stock market? Technical experts have us looking for signs of...
bottom of page