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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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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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A Business-Cycle Indicator For Independent Thinkers, Part 1
An ill-assorted cast of characters walks us through money, banking and the business cycle. Some characters flaunt conventional thinking, whereas others insist on doing everything by the textbook. Which group do you trust most?
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A Contrarian Take On The Great Yield Curve Scare
We argue that much of the recent commentary about the flattening of the yield curve is overly pessimistic. A careful look at past business cycles shows that the current shape of the curve is historically early- or mid-cycle, not late-cycle.
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8 Things To Know About Last Week's CBO Report
The CBO released its ten-year budget outlook last week. Before you take the report at face value, here's what you need to know.
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A Handy Guide To This Afternoon's CBO Report
The CBO releases its 10-year budget and debt outlook this afternoon. Before you take the figures at face value, here's what you need to know.
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