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by Erik Conley
Here we are, again, standing at the fortified wall built by the Bears (aka the Rally-Sellers) back on September 20, 2018. The Bulls (aka the Dip-Buyers) are determined to punch a hole in ...
by Erik Conley
The Equity Risk Premium (hereafter the ERP) is the extra return that's available to equity investors above the return they could get by investing in a riskless investment like T-Bills or T-Bonds or ...
by Erik Conley
An inverted yield curve happens when short-term interest rates become higher than long-term rates. For this article I will use the 10 year Treasury note for the long-term rate and the Fed Funds ...
by Erik Conley
Many people believe that the China stock market is rigged and the central government will throw as much money at their stock market as necessary to keep it from crashing. Whether this is ...
by Erik Conley
Welcome to the Global Plutonomy In 2005 Citigroup published a controversial equity research piece that described what they termed the Plutonomy. The authors, Ajay Kapur, Niall Macleod, and Narendra Singh, presented a very ...
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