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Archive of posts published in the tag: Stephanie Pomboy

The True Cost of Low Rates

From Barron’s Stephanie Pomboy: A Grim Outlook for the Economy, Stocks by Leslie Norton In the past rates that were too high were the trigger (for a financial crisis). Not this time. No. 1, we have basically bankrupted corporate and state and…

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Inventory Growth

From Barron’s Stephanie Pomboy: A Grim Outlook for the Economy, Stocks by Leslie Norton What’s caused this growth in inventories? It isn’t because companies ramped up production. Companies aren’t using cheap capital to increase production and capital expenditures, but are lavishing money…

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Ass Backwards Policy

From Barron’s Stephanie Pomboy: A Grim Outlook for the Economy, Stocks by Leslie Norton The statistics bear this out. Over the last four years, U.S. nominal GDP growth has gone from 4.3% to 4.1% to 3% to 2.4%. The deflator, the inflation…

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Determined to Save

From Barron’s Stephanie Pomboy: A Grim Outlook for the Economy, Stocks by Leslie Norton Post-crisis, the consumer has clearly pulled back. How many months did we have disappointing retail sales numbers that no one could explain? They’d say it’s too…

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