Principal
Contributor's Links: Nevins Research

Daniel Nevins, DFA is the author of "Economics for Independent Thinkers" and proprietor of nevinsresearch.com.

He has invested professionally for thirty years, including more than a decade at both J.P. Morgan and SEI ... more

ALL CONTRIBUTIONS

6 Reasons Why This Is (Or Isn’t) The Worst Economy Since The Great Depression
For six reasons, our economic situation is really, really bad, but for another six reasons, it might not be so bad, after all. Here’s an approach to deciding which scenario is becoming more likely as the crisis unfolds
Read
Straightforward Calculations On COVID-19 Risks
Maybe the more pessimistic COVID-19 forecasters are right, after all? Let’s assume they’re right and explore the pandemic's possible intensity and duration and the implications for the global economy.
Read
EC Where Is That Confounded Recession?
Here is a closer look at the "Big 3" recession precursors. It's too soon to bet on a U.S. recession.
Read
U.S. Recession Watch: The Six-Cycle Forecast - Part II
The economy’s positive forces appear strong enough to keep the negative forces in check through probably the rest of the year, so the expansion should continue into 2020.
Read
U.S. Recession Watch: The Six-Cycle Forecast - Part I
The best recession screen begins with a conceptual view of how the component cycles and other economic forces fit together. That might seem an innocuous thing to say—but it’s different from the typical leading economic index.
Read
Testing The Fed's Narrative With The Fed's Data: QT Edition
In a single chart, we show that the financial sector's response to QE and QT fails to match the Fed’s expectations.
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications