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 | 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 | Oct 28, 2020 | Economy, Election
Special note: I spoke with my election office. The word is the mail is significantly slowed due to Trumps actions to slow the mail. At this point I recommend using Fedex or UPS if they can guarantee delivery before election day. Otherwise, the recommendation is wear a...
by John P. Reisman | Apr 15, 2020 | Energy, Politics
CNP can not claim to ‘know’ the truth, but we do examine what the evidence indicates, and combine that with what we know about the players involved: The evidence indicates this may be a ‘Fake Oil Price War’. Consider the sequence of events:...
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...
