Economic Commentaries
Stephan Ernharth, our lead strategist, shares his views in our Economic Commentary series.
323 to 1: A Mockery of Honest Markets
"In today's Ernharth Group Economic Commentary we're going to first review an insightful warning about the current extreme historic overvaluation of stock markets…"
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The Mirage of Popular Opinion
"In this commentary we're going to take a long, hard look at the mirage that is "popular opinion." First, via the sporting world, we'll observe a recent, classic example of how popular opinion can be so self-deludedly blind, absolutely clueless, and 180 degrees wrong. Then we'll analyze several quite sobering (and IMO entirely obvious) facts relating to the markets and the economy - and how "popular opinion" and the "conventional view" have apparently chosen to flat-out ignore them, perhaps because those facts are not so pleasant, and they run counter to the conventionally accepted narrative…"
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Facts Are Stubborn Things
"I believe now more than ever it's time to be as discerning as possible, to question things, and to not simply accept information fed by the mainstream financial media.
A time to seek facts, whether we like what we find out or not. And to use positively the information we discover.”
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The Farce Nears Its End
“I believe the artificial suppression of the Gold price (and of the entire correlated precious metals sector) approaches its end…”
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The Federal Reserve: Walking a Plank of Its Own Making
"Regardless of any small token rate hike the Fed may announce, I believe the Federal Reserve has no inclination to meaningfully raise interest rates…"
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