by John P. Reisman | Jan 1, 2022 | Economy, Security
Are We Facing a Tidal Wave of Inflation? Context: The economy is the ship. Inflation is the tidal wave. This is Happening. Remember that scene in the movie ‘The Poseidon Adventure’, when the Captain realizes the tidal wave is coming broadside and orders...
by John P. Reisman | Dec 2, 2021 | Economy, Int'l, Security
Market Report: Dec. 2, 2021 Graphic Lines Key: Beige = 30 day; Yellow = 50 day; Red = 200 day Massive liquidity was injected into the global economy due to the pandemic. The Trump tax cuts in America reduced America’s capacity to respond to additional ...
by John P. Reisman | Nov 2, 2021 | Economy, Security
Shiller P/E ratio approaches 40 In this market report we explore the circumstances surrounding a rising market during a global pandemic, while inflation is rising in the core economy. And oddly, while people are feeling it, it is not widely reported in the metrics....
by John P. Reisman | Mar 22, 2020 | Economy, Security
This piece explores relative values in the market in relation to government policy decisions and the Shiller P/E ratio. One of the key arguments addressed is the notion that Trump is doing a good job with the economy. The truth is, and it may be hard for some folks to...
by John P. Reisman | Jan 9, 2020 | Economy, Security
The Trump trade has succeeded in worsening trade relations with China and European Countries. Trump has been successful in pushing the deficit higher. Trump has also been successful and putting many American farmers in bankruptcy or on the brink of bankruptcy. Many...
