Daniel Nevins | TalkMarkets | Page 2
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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 Investments. Apart from ...more

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8 Things To Know About Last Week's CBO Report
The CBO released its ten-year budget outlook last week. Before you take the report at face value, here's what you need to know.
A Handy Guide To This Afternoon's CBO Report
The CBO releases its 10-year budget and debt outlook this afternoon. Before you take the figures at face value, here's what you need to know.
New Research Foretells QE Domination
A new research paper presented in Chicago last month has debunked the central banking community’s beliefs about QE. Based on early indications, though, the Fed's response won’t be as the paper’s authors intended.
This Isn't Your Grandfather's (1960s) Inflation Scare
Recent tax cuts and spending increases bring to mind the late 1960s. Lyndon B. Johnson also stimulated the economy late in an expansion, helping to spark fifteen years of high inflation. What are the lessons for today?
An Inflation Indicator To Watch, Part 3
All eyes are on inflation—by figuring out if the recent inflation scare is real or overblown, you might predict bond yields, stock prices and more. Here’s an indicator that might help.
An Inflation Indicator To Watch, Part 2
All eyes are on inflation—by figuring out if the recent inflation scare is real or overblown, you might predict bond yields, stock prices and more. Here’s an indicator that might help.
An Inflation Indicator To Watch, Part 1
All eyes are on inflation—by figuring out if the recent inflation scare is real or overblown, you might predict bond yields, stock prices and more. Here’s an indicator that might help.
Learning From The 1980s
Maybe Monetarism came closer to explaining the economy than its critics allowed. The best money supply measure was hidden in plain sight.
Stock Risks To Watch: Choose Your Bear Market Dashboard
Our bear market dashboards compare current conditions to the conditions that shaped past market cycles. Those comparisons look favorable today, but several risks bear watching.
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