by Gary Gordon | Aug 12, 2021
Government leaders choose to ignore rising food and energy costs when discussing inflation data. Yet, consumer staples companies do not ignore rising costs. Nearly all of them — Procter & Gamble, Coca Cola, Kimberly Clark, Tyson, General Mills — are...
by Gary Gordon | Aug 4, 2021
According to an index by Goldman Sachs — an index that takes into account the value of the dollar as well as interest rates — U.S. financial conditions are easier than they have ever been. Companies and consumers can “borrow-n-spend” like never...
by Gary Gordon | Jul 28, 2021
The central bank of the United States, the Federal Reserve, exists as an economic savior and as a financial persecutor. As a rescuer, it successfully bailed out the economy during the coronavirus shutdowns by creating trillions in digital dollar liquidity. (See the...
by Gary Gordon | Jul 21, 2021
Jeremy Grantham is chairman of the board for the well-known asset management firm, Grantham, Mayo, & van Otterloo (GMO). Yet he is much more than that. He is also an accomplished “bubble-ologist.” In a recent interview, Grantham said: “Bubbles...
by Gary Gordon | Jul 14, 2021
The Federal Reserve explains away rising costs across commodities, shipping, food, retail and rent as “transitory.” They might be right. On the flip side, the stock bubble is ignoring inflation-adjusted data as it relates to valuation. Specifically, in the...
