Bryce Coward

In our view, comparisons to Lehman Brothers are inaccurate and unhelpful, since Evergrande is much smaller and counterparty risks to an Evergrande default appear to be isolated

Stocks are running well ahead of the economy.

Today at the annual Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell reiterated that the Fed is in no hurry to either taper asset purchases immediately or...

You really probably ought to own a copper miner or two.

The United States is just at the beginning of a housing boom that could last for the next five years. 

Public attitudes toward energy companies are changing, and with it capital investment in energy companies is shrinking. 

The ever-important payroll report came in ahead of expectations for June, but will ultimately do little to sway policy in toward the hawkish faction of the Federal Reserve...

A steepening yield curve favors value stocks.

The US dollar is on the verge of breaking down to the lowest level since 2014. This is not all that surprising. After all, the US money supply continues to grow at a rapid pace...

10 year Treasury rates peaked at the end of March at 1.74% after having risen from low of just 0.56% back in the summer of 2020. Now, the rate stands at 1.57% even as economic data...

Three reasons passive investing has become more risky.

The risks of passive investing may now exceed the low cost advantage.

The title of this post seems rather obvious in light of this week’s events, but it’s something we have been talking about for months now. Rising interest rates are not...

Recent indications of inflation have run hot and more is likely to come.

Yes, there is an alternative to crazy expensive tech stocks.

Input prices are already rising.

There are a lot of reasons inflation may become a problem.