In this video, we dive into the current complex macro-economic environment and discuss whether the bull market has the bear under control. We explore the recent banking crisis, interest rate hikes, and the performance of the S&P 500. We analyze the case for the bulls, historical trends, consumer behavior, and the upcoming presidential election cycle.

On the other hand, we also examine the bear's side, highlighting the challenges of fighting inflation, the role of the Fed, and the potential impacts of the Triffin dilemma. We touch upon the energy market, credit default swaps, and the massive bets on the S&P 500 falling. Additionally, we discuss inflation, the Chinese economy, and the possibility of a double-dip recession.

Join us as we navigate this uncertain economic landscape and consider whether the current rally is a bear trap or the start of a new bull market. #BullMarket #BearTrap #economicupdate

0:00 Case for the bulls
2:41 Case for the bears
4:56 Betting against the economy

The unemployment numbers don't actually measure the percentage of people who are unemployed. In this video I break down what those numbers actually mean and why - in only about 5 mins.

In the latest macroeconomic update we look at the conflicting indicators and ask the question, are we about to start a new bull market?

"Entrepreneurship is the mechanism by which we just keep making our lives better and better. That is the ultimate underlying mechanism of all economic growth. What do we mean by economic growth? What really matters, what we really mean, is that our lives keep getting better. That is what we mean by the economy growing."
- Mark Packard

Did Santa bring us a lump of economic coal? Or the stock market ralley we've all been waiting for?

The bond yield inversion says that the market will go down more but the mid-term election cycle says otherwise. Let's dive into the GDP numbers and see how the are suspicious.