Tag: Great Recession

Worth Its Weight In Gold?

Worth Its Weight In Gold?

The pundits chat up gold and silver in the midst of economic uncertainty and trade tensions with China. They are forgetting the Fed's record money printing party. Investors who were concerned about the recent rapid, large scale expansion of the money supply (particularly M1) have had positions in gold and/or silver since early April of … Continue reading Worth Its Weight In Gold?

Enterprise Software 2020 Outlook

Enterprise Software 2020 Outlook

More Market Uncertainty Is Coming. However, Don't Paint with A Broad Brush. Align Yourself with Market Leaders. We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment … Continue reading Enterprise Software 2020 Outlook

U.S. Personal Savings Rates 1959-2019

U.S. Personal Savings Rates 1959-2019

We are doing a bit of work around derivatives exposure. Overnight we reviewed U.S. personal savings rates as a percentage of personal disposable income for the January 1959 - May 2019 period on a monthly basis. The personal savings rate has bounced between 6-8% since January 2013. This is in-line with the mid-to-late 1990's period. … Continue reading U.S. Personal Savings Rates 1959-2019