Category Archives: Special Situations

The Fed Cut Interest Rates by a Quarter of a Percentage Point in a Mid-Cycle Adjustment The Fed cut interest rates by a quarter of a percentage point, the first rate cut since 2008. The Fed’s new short-term interest rate … Continue reading →

The National Due Diligence Alliance (TNDDA) Meeting in Phoenix Dr. Paul attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held July 26-28, 2019 at the Phoenician Hotel & Resort in Phoenix, Arizona. This is a conference … Continue reading →

FreedomFest Dr. Paul was a moderator on two panels and spoke on a third panel at FreedomFest this past week. The first panel he spoke on was a discussion of a film on the broken U.S. patent system. The panel … Continue reading →

Rising Yield Spread Signals Caution for the Economy In yet another troubling sign for the health of the economy, investors have been selling junk bonds raising the rate that those bonds must pay to attract new investors. Since March, the … Continue reading →

Tracking and Forecasting the Economy – Introducing a New Tool for This Newsletter Please click the link below for the article entitled, A Simple and Effective Economic Forecasting Model. We are introducing the forecasting approach described in this article as a … Continue reading →

Risk-On, Risk-Off The highly volatile market environment that has been with us for quite some time is characteristic of a phenomenon known as “risk-on, risk-off.” The risk-on, risk-off phenomenon is a market environment where investors flock to safe investments (risk-off) … Continue reading →

How Much Would You Pay for Bitcoin? How much would you pay for an ounce of gold? How much would you pay for an ounce of silver? More importantly, tell me why you would pay that price for an ounce … Continue reading →

Is the Hot IPO Market Foretelling a Bust in the Bubble? Is the hot IPO market once again a sign of a bubble? Despite the disappointing IPO results of Uber and Lyft (both of which currently trade below their IPO … Continue reading →

Fed Considering Rate Cuts As Early As June The Fed sees trade tensions as a risk to the U.S. economy. This is giving them pause in their current policy of holding rates steady. There are now signs of a weakening … Continue reading →

Keep You Powder Dry! At the current time, we are not investing any of our cash reserves until the stock markets reverse back up in a more positive trend. As noted below, both the S&P 500 and the Dow were … Continue reading →