Jerry Bowyer

Latest

• 
  Oct 25, 2022

  Markets signal Fed will blink in its face off with inflation

  The dilemma for both government and for markets this year has been to know which of the conflict dual mandates the Fed should follow.

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  Oct 17, 2022

  Bernanke wins Nobel Prize while investors suffer crisis he helped create

  What became clear in the data last week is that central planners have been unable to tame the inflation they unleashed. Ironically, the same week former Fed Chairman Ben Bernanke was given the Nobel Prize in economics.

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  Oct 11, 2022

  The Fed thinks there's too many jobs

  Both government statistics and private sector alternatives showed an improving job market, and yet investors concluded that the Fed would raise rates. Why?

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  Oct 4, 2022

  Uncertain leadership and volatile currencies are causing global financial uncertainty

  Once again, last week bonds dissented from other asset classes in what they are implying about the future. The bond market seemed to dissent from equity markets in its outlook signaling less growth optimism.

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  Sep 26, 2022

  Plunging markets and bad rulership

  A good theme verse for this week would be "When the righteous are in authority, the people rejoice: but when the wicked beareth rule, the people mourn."

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  Sep 21, 2022

  Last week markets said inflation still high, so Fed will keep slowing the economy

  Looking at last week, which was the last full week before the Fed announcement, we see the pattern unmistakably, as markets absorbed economic news not in terms of what they mean in and of themselves, but in terms of which ways the winds would blow in terms of our volatile double-minded central planners.

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  Sep 8, 2022

  Should conservative investors try to fix ESG, or destroy it?

  "I’ll ask you the same thing I asked Andy Olivastro, from Heritage, recently: fix it, or end it? Andy said 'destroy it.' Bury it in the ground. So what says Tom Carter: is this is a fixable thing?"

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  Aug 29, 2022

  BlackRock's ESG agenda is political idolatry, and the backlash against it is a good start

  The work of depoliticizing finance isn’t over yet. Humanism has a problem. It denies human sin, but it can’t ignore the reality which comes from human sin, so it must find a way to purge guilt without acknowledging God.

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  Aug 26, 2022

  The viewpoint diversity survey sent to 100 top companies

  Given Amazon’s broken relationship with conservatives, they do not intend to go on trust when it comes to the use of shareholder resources in supporting various causes.

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  Aug 24, 2022

  New survey: this is the least-liked company by conservatives

  "You've done four or five of these surveys and they're not static, you're seeing some Delta, you know, companies are rising and falling. What are the trends that you've seen?"