Daniel R. Amerman, CFA
Articles by Daniel R. Amerman, CFA
We currently have two distinct sources of inflation, with the first being the previous supply chain-driven inflation, and the second being the inflation from the Ukrainian War and the related sanctions. With the release of the March...
While events are still changing very rapidly, there is a chance that the war in Ukraine will lead to some of the highest rates of inflation in the United States of our lifetimes. Increases in energy prices resulting from supply shortages...
There can sometimes be a very high price for engaging in groupthink, or going with the herd. The risk is missing important information because of a factor, perhaps a critical complication, that is outside of the usual groupthink.The...
Where the Federal Reserve gets its money is perhaps one of the most misunderstood of all financial topics. It's also vital - because if the Fed is to finance the national debt, it needs to have sources for that money, the Fed doesn't just...
We're told that the United States is currently experiencing 12 month inflation rates like we have not seen in 13 years, and that much of the reason is the price recovery from the lows that occurred with the imposition of the economic...
A Dutch court has found an oil company, Shell, to be partially responsible for causing climate change, and has ordered Shell to reduce carbon emissions by 45% by 2030. Crucially, the 45% reduction is not just for Shell's own emissions, but...
When it comes to the recession that is being created by the pandemic lockdowns - then the U.S. government and Federal Reserve have no intention of just letting the market forces play out. Instead, the intention is to contain a potential...
There is a potential global tragedy that is unfolding in terms of the coronavirus epidemic, that may be on the verge of becoming a global pandemic. We simply don't know - nobody knows - at this stage what the eventual impact and number of...
On August 27th, 2019, in an editorial published in Bloomberg, William Dudley, the former president of the Federal Reserve Bank Of New York, did what had previously been considered unthinkable. The foundation premise of the Federal Reserve...
We currently have well above average prices for stocks, bonds and homes. This raises a simple question - what would happen to the average retirement account and to home equity for the average homeowner, if valuations were to return to what...
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