Growth Mail Archive
8-15-23: A Tale of Two Downgrades – A Bang (2011) and a Whimper (2023)
by Gary Alexander August 15, 2023 What is it about the first week of August in the third year of a Biden/Obama first term that causes the bond rating agencies to lose [...]
8-8-23: After No Recession in 45 Years – Will China’s Winning Streak End This Year?
by Gary Alexander August 8, 2023 Today is August 8, or 8-8, and that’s the luckiest day of the year in China, since 8 is pronounced “ba” in Mandarin – sounding much [...]
8-1-23: Economics – The Bountiful Science
by Gary Alexander August 1, 2023 In 1849, the Scotsman Thomas Carlyle dubbed a new study called Economics, “The Dismal Science,” partly because a famous economist (really a doomsday preacher) Thomas Malthus [...]
7-25-23: Huge Boomer Assets Should Fuel More Market Growth
by Gary Alexander July 25, 2023 With all eyes focused on the Fed’s interest rate decisions and M2 mopping-up operations (cutting M2 money supply by about $1 trillion), most pundits ignore our [...]
7-18-23: Pessimism is Popular, but Optimism is More Profitable
by Gary Alexander July 18, 2023 The Conference Board – those folks that said a recession was “99% certain” this year – just reported that their June Consumer Confidence survey turned positive [...]
7-11-23: July 4th Is a New Thanksgiving Day – With Two Bullish Surprises
by Gary Alexander July 11, 2023 Thanksgiving came early this year – on the Fourth of July, as we celebrated a four-day weekend after the market soared by double-digits (+16% in the [...]
7-4-23: Happy Birthday, America – and Calvin Coolidge
by Gary Alexander July 4, 2023 On holiday weekends, I like to scour the history books to find helpful lessons that apply to us today. A century ago, on July 5th 1923, [...]
6-27-23: June Usually Springs Forward…Until Summer Begins
by Gary Alexander June 27, 2023 We’ve seen a pretty good June in market indexes this month – until the dawn of summer last week: Unfortunately, today’s date, June 27, plus [...]
6-21-23: Buy Some Gasoline to Drive Toward Cleaner Air!
by Gary Alexander June 21, 2023 As the summer driving season officially begins – today being the first day of summer – a smoky haze has descended over much of Canada and [...]
6-13-23: As Adam Smith Turns 300 (With Marx at 205 & Keynes 140), Who’s Winning?
by Gary Alexander June 13, 2023 It’s time to take a mid-June break to honor the 300th birthday of Adam Smith, who is likely the man most responsible for global growth over [...]
6-6-23: Ideology is Limiting Growth in the World’s Top 3 Economies
by Gary Alexander June 6, 2023 David Malpass was appointed to a five-year term as head of the World Bank, but he will leave that office this month, early in his fifth [...]
5-31-23: A Recession is 99% Certain This Year? Don’t Bet on It
by Gary Alexander May 31, 2023 “Even as generals often prepare to fight the last war, our economists and others have given considerable attention today to preparing measures for combatting the last depression.” [...]