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Contributor's Links: Nevins Research

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 ... more

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Message For Bond Investors: Don't Fight Financial Repression
Investors might be interested in this month’s alarming debt projections from the CBO, which beg the question: Is America’s near-vertical debt trajectory bullish or bearish for bond holders?
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EC A Bullish Bond Argument That Hides In Plain Sight
According to the consensus outlook, long Treasury yields will climb steadily higher. Same old, same old, right? Actually, it’s not that simple—other elements of the consensus are now telling us just the opposite.
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Our Best Stock Market Indicator Is Flashing Yellow
Stocks are most likely to tumble when the Fed loses control of inflation, so it’s important to know where the Fed stands versus the “curve.”
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The Fonzie-Ponzi Theory Of Government Debt
An important question in today’s economy and financial markets is “How much government debt is too much?” Here’s my answer, which I’ll explain in the most obvious way—by pitting Arthur Fonzarelli against Charles Ponzi, of course.
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The Fed Just Made Its Most Hawkish Turn In 30+ Years (Did Anyone Notice?)
I compared the language from Jerome Powell’s June 13 press conference to earlier Fed press conferences, speeches and other materials, and one difference stands out. Unlike Greenspan, Bernanke or Yellen, Powell says he intends to pop bubbles.
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A Business-Cycle Indicator For Independent Thinkers, Part 2
Just about everyone keeps a close eye on the economy’s borrowers these days, but there aren't as many eyes on the lenders. After subdividing debt by the type of lender, we find a recession indicator that demands our attention.
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