Economic Stimulus: Post-Great Recession Media Analysis of Market Sentiment, Debt and Bubbles

Economic Stimulus: Post-Great Recession Media Analysis of Market Sentiment, Debt and Bubbles

I will focus solely on stimulus from US Federal Reserve as our base given it’s role as a global currency. In 2008, the Economic Stimulus Act came at a cost of $152 billion, providing tax rebates for low-middle class earners along with business incentives. In 2009, the American Recovery and Reinvestment Act cost $831 billion [...]

LateCycle Porfolio: August 2019 Purchases and Reflection

LateCycle Porfolio: August 2019 Purchases and Reflection

Let me start off with a small reflection: I am feeling bearish. And with good reason. The Trump/China affair is putting serious downward pressure on global stocks, coupled with sentiment that global growth is slowing and a recession is imminent within the next 12 months. What does this mean for my leveraged portfolio? First, it [...]