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Stock Market Correction or Bear Market?
Time will tell, but we think we’re in a correction, here's why. Over the last 100+ or so years the average large stock market correction...
Mark Stys
May 25, 20223 min read
58 views


Economic Re-acceleration Coming?
The current level of pent-up demand in the US economy is one rarely if ever seen. The US entered 2020 with a drawn down in inventories...
Mark Stys
Feb 7, 20223 min read
28 views


What’s next for home prices?
The US Home Price Index saw unprecedented growth from mid-2020 thru 2021. Demand was outstripping supply for numerous reasons: below...
Mark Stys
Jan 6, 20223 min read
88 views


Trucking 'Tightness' Points to Big Economic Growth - and Higher Prices
How tight is the need for trucking to move goods nationally? About the tightest on record. In the chart below we can see that trucking...
Mark Stys
Apr 27, 20212 min read
98 views


Who Owns US Government Debt? Mostly America
With the election too close to call and therefore the next level of government stimulus spending still unknown we thought it would be a...
Mark Stys
Nov 5, 20202 min read
59 views


The Challenge Ahead
Regardless of who wins the election, getting the economy hitting on all cylinders will be a challenge based on Covid restrictions (some...
Mark Stys
Oct 27, 20201 min read
36 views


It's a Confidence Thing
Sentiment tends to drive behavior. As people feel more confident in their outlook for their sports team, their country, their...
Mark Stys
Oct 14, 20201 min read
46 views
Is the Federal Reserve's Next Issue a Convexity Trap?
Convexity relates to the interaction between a bond's price and its yield as it experiences changes in interest rates. In general, the...
Mark Stys
Oct 7, 20203 min read
44 views


Using Price/Earning Ratio
There are numerous technical and fundamental indicators one can use to try to determine if the market is anywhere from cheap to...
Mark Stys
Sep 23, 20202 min read
116 views


An Uneven Asset Class Recovery - CRE
While we are positive on the long term outlook for the US economy and investment markets, the recovery and risks over the short to...
Mark Stys
Sep 15, 20202 min read
32 views


Inflation and the Federal Reserve’s New Policy
The Federal Reserve Bank Chairman announced a change in interest rate policy last week. The new policy's new goal is that “following...
Mark Stys
Sep 1, 20204 min read
53 views


The Double Boom - Part 2: Housing
In our last post, we discussed the expected increase in economic activity we should see from inventory building due to the very low...
Mark Stys
Aug 25, 20203 min read
66 views


The Double Boom - Part 1: Inventories
While the shape of the recovery from Covid has been discussed at length, it is the shortages in inventories and housing that are going to...
Mark Stys
Aug 18, 20202 min read
116 views


It's 'Different' this Time...
Most marketplaces are undergoing constant evolution, but sometimes there is 'revolution' - instances where an outside force can actually...
Mark Stys
Aug 11, 20204 min read
99 views
Why Due Diligence Matters...
We were having an investment discussion recently on risk and opportunities based on the economic and business numbers we have seen due to...
Mark Stys
Aug 3, 20202 min read
53 views
The Stock Market and the Long Run
In the long run, the stock market is about where it should be. At the peak of the previous bull market in 2007, the S&P 500 reached an...
Mark Stys
Mar 17, 20202 min read
47 views


More great BC economic numbers that don't matter - for now
The employment report for February came in far stronger than expected and with the upward revisions January 'shocked' many. We weren't...
Mark Stys
Mar 6, 20201 min read
35 views


Don't Panic!
Don't panic over Coronavirus and the drop in the stock market. As of Friday's close, the S&P 500 was up 3.61% for the year. We've known...
Mark Stys
Feb 24, 20202 min read
98 views


Does a Pop in PPI Signal Potential Inflation?
The PPI data released today came in much higher than expected on both a month over month (MoM) and year over year (YoY) basis. While one...
Mark Stys
Feb 19, 20202 min read
31 views


Here comes the Boom - Part 2
The Employment Report for Jan 2020 further convinces us that a secondary boom in the US economy has begun. Virtually every economic...
Mark Stys
Feb 7, 20202 min read
51 views
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