by J Thomas Knight | Jul 18, 2022 | Commentaries
Commentary: Week of July 18, 2022 If you follow the financial press, the conventional wisdom has come to the simple conclusion that the way to fight inflation is raising interest rates. Unfortunately, this is just not true. Yes, raising rates may slow the economy, but...
by J Thomas Knight | Jul 11, 2022 | Commentaries
Commentary: Week of July 11, 2022 Some investors think the US is already in a recession. As recent data has confirmed, we don’t think that’s the case. Industrial production is up at a rapid pace so far this year, while payrolls have expanded at a monthly pace of...
by J Thomas Knight | Jul 5, 2022 | Commentaries
Commentary: Week of July 05, 2022 As we celebrate 246 years of national independence, our country is now more than two years into an economic recovery from the two-month COVID Lockdown Depression. Although the economy has improved dramatically from the complete...
by J Thomas Knight | Jun 21, 2022 | Commentaries
Commentary: Week of June 20, 2022 We became bullish about stocks once mark-to market accounting was fixed in March 2009. We were also bullish after COVID-19 hit. We got called “perma-bulls,” but as we look back at the low interest rates and healthy profit growth, we...
by J Thomas Knight | Jun 13, 2022 | Commentaries
Commentary: Week of May 31, 2022 All eyes will be on the results of the Federal Reserve meeting on Wednesday when it announces how much it’s going to raise short-term rates, its new projections for the economy and short-term rates for the next few years, as well as...
