Markets Forecasting Markets

 

HCWE In the News

Top Stories from and about HCWE & Company

image“Think Inflation Is Cooling? Think Again.” — Randall W. Forsyth, Barrons.com, May 18, 2024
image“Dr. David Ranson's 2024 Financial Forecast” — The Financial Quarterback, YouTube 2/10/2024
image“Taming the Inflation Beast” — Simon Constable, Briefings, Jan-Feb, 2024
image“What's Really Driving Inflation? It Ain't The Federal Reserve” — Simon Constable, Forbes.com, August 28, 2023
image“What G.D.P.'s Cousin Can Tell Us About the Economy” — Peter Coy, New York Times, Auguat 7, 2023
image“How The Government Is Making The Silicon Valley Bank Crisis Worse” — Simon Constable, Forbes.com, April 23, 2023
image“Why It's So Hard to Stop Inflation” — Virtual Presentation, CFA Switzerland, 9/2/2023
image“Norm Reversion for Oil Indicates Less-Than-Transitory Inflation” — Opinion, Real Clear Markets, 3/6/2023
image“The Fed's Dim Chances - Podcast” — R. D. Ranson interviewed by host David Osman, The Independent Research Forum, January 30, 2023 [Click here to play podcast]  [Click here for overview PDF]
image“Will Federal Reserve Rate Hikes Pull Down Inflation?” — Simon Constable, Forbes.com, December 27, 2022
image“Recession Still Nowhere To Be Seen” — Simon Constable, Forbes.com, December 19, 2022
image“Inflation Is About the Quality of Money, Not Quantity” — David Ranson, Barron's - Economy & Policy, 11/25/22
image“Explaining, Diagnosing, Predicting and Curbing Inflation” — CFA Stamford Webinar, 9/8/2022 - key: $b1Dt!.d
image“Interview with Josh Jalinski” — The Financial Quarterback, WABC 10/2/2021
image“Expect Inflation To Surge In Japan, But Fall In The UK” — Simon Constable, Forbes.com, July 30, 2021
image“Interview with Charles Heller” — Podcast, Liberty Watch Radio, KVOI, Tucson 4/4/2021
image“DOES GOVERNMENT “STIMULUS” REALLY STIMULATE?” — by R. D. Ranson, The Beacon, Independent Institute, March 30, 2021
image“HCWE & Co. Overview Podcast” — R. D. Ranson interviewed by host David Osman, The Independent Research Forum, February 12, 2021 [Click here to play podcast]  [Click here for overview PDF]
image“Will Higher Inflation Lift Bond Yields? Maybe Not” — Simon Constable, Forbes.com, December 30, 2020
image“How Did Forecasters Get the Pandemic Economy So Wrong?” — by R. D. Ranson, The Beacon, Independent Institute, December 1, 2020
image“Advancing without Effective Monetary or Fiscal Policy” — Featuring R. D. Ranson, PodBean.com, The IRF Podcast, October 19, 2020
image “Five reasons why investors might buy negative-yielding debt” — Simon Constable, Mint Newsletters, LiveMint.com, October 10, 2020
image“Resilient US Economy Has Overcome the COVID-19 Recession” — by R. D. Ranson, Independent Institute, October 9, 2020
image “Letting Inflation Rip Higher is Deeply Flawed” — Simon Constable, Aier.org, September 8, 2020
image “Gold Funds Fell ... Despite Coronavirus” — Simon Constable, WSJ.com, April 5, 2020
image“Interview with Graham Walker”, Independent Institute, April 24, 2020
image“A Pandemic Is Not a Recession” — by R.D. Ranson, Independent Institute, April 14, 2020
image“Why You Shoudn't Count on an Economic Boom This Election Year” — by Randall Forsyth, Barron's, January 24, 2019
image “Why the Consumer Price Index Is Controversial” — Barclay Palmer, Investopedia.com, June 25, 2019
image “What Is Alternative Data?” — Simon Constable, WSJ.com, December 8, 2019
image “What is Economic Shock?” — [may require subscription to view] by Simon Constable, The Wall Street Journal, October 6, 2019
image “Gold Prices Are Pointing to a Significant Decline in the Bond Market” — Simon Constable, TheStreet.com, September 2, 2019
image “An Income Tax Hike Would Shrink the U.S. Economy” — by David Ranson, Heartland Budget & Tax News, v. 17 #4, June 2019
image “Elizabeth Warren's Misguided Currency Plan Would Cause Gold Prices to Rally” — Simon Constable, TheStreet.com, June, 11, 2019
image“What can currency markets tell us about stock market performance?” — The Charter, CFA Institute, June 3, 2019
image“UNDERSTANDING THE DYNAMICS BETWEEN CURRENCIES AND EQUITIES” — Letter 796, Halkin Services Limited, March 23, 2019
image“Is There a Recession on the Way? Corporate Bonds Say No.” — by Randall Forsyth, Barron's, March 27, 2019
image“A 70% TOP RATE OF INCOME TAX WOULD CRASH THE ECONOMY” — by Simon Constable, Forbes.com, March 26, 2019
image“Explaining the Performance of the U.S. Economy” — David Ranson with Joe Barnett, Heartland Daily Podcast, February 21, 2019
image“It Isn't the End of the World” — by Simon Constable, Briefings Magazine, Korn Ferry Inst., November 19, 2018
image“What's with the Fed and interest rates?” — David Ranson with Josh Jalinski, The Financial Quarterback, WABC-AM, October 20, 2018
image“Time To Bet On Putin? How The Iranian Sanctions Will Boost Russian Stocks” — by Simon Constable, Forbes.com, October 17, 2018
image“THE MYTH OF THE ALL-POWERFUL FEDERAL RESERVE” — by David Ranson, The Wall Street Journal, August 21, 2018
image“Recession Signals From The Bond Market, A Phantom Menace” — by Simon Constable, Forbes.com, August 19, 2018
image“TRUMP TRADE POLICY: NAVIGATING A CHANGING PARADIGM IN GLOBAL TRADE” — by Jim Altenback, Real Clear Markets, June 12, 2018
image“BULL MARKETS DIE OF OLD AGE. BUT IS THAT CONVENTIONAL WISDOM WRONG?” — by Simon Constable, The Wall Street Journal, May 9, 2018
image“Another Wobble on Wall Street” — by Charlie Morris, The Fleet Street Letter, April 26, 2018
image“IF GDP LAGS, WATCH THE ECONOMY GO” — by Mark Skousen, The Wall Street Journal, April 23, 2018
image“THIS BULL MARKET CAN LAST LONGER THAN YOU THINK!” — by Mark Skousen, Investment U, March 21, 2018
imageNik Rajkovic interviews David Ranson -- natural disasters and the economy - Pt 1 — Drive Time News on KTRH Houston, September 29, 2017
imageNik Rajkovic interviews David Ranson -- natural disasters and the economy - Pt 2 — Drive Time News on KTRH Houston, September 29, 2017
image“Fed Suggestion That Hurricanes are Good for Economy? Hardly” — Simon Constable, pjmedia.com, September, 25, 2017
image“Why Trump Should Cut The Budget Even More” — Simon Constable, Forbes.com, May 26, 2017
image“The Trump Tax Plan: Cutting the Gordian Knot of Tax Policy Debate?” — by Jim Altenback, Real Clear Markets, May 15, 2017
image“Dumping dollar would damage Iran without hurting US” — by Simon Constable, Middle East Eye, April 10, 2017
image“Why Mnuchin Must Keep The Dollar Strong” — Simon Constable, Forbes.com, February 14, 2017
image“Some Empirical Foundations for Tactical Asset Allocation” — by R. David Ranson, Journal of Wealth Management, Winter 2016
image“Lessons About Deflation” — The Charter, Issue 12, 2016, July-August, 2016
image“MARKETS CONFOUND IN YEAR'S FIRST HALF” — Randall Forsyth, Barrons.com, July 2, 2016
image“WHY CURRENCY WARS ARE SO DESTRUCTIVE” — Simon Constable, June 5, 2016
image“How Much Cash You Should Keep?” — Simon Constable, The Wall Street Journal, May 8, 2016
imageJOHN AUTHERS' NOTE: VIDEO — “In defence of deflation,” David Ranson interviewed by John Authers, Financial Times, April 12, 2016
(subject to access policies of FT.com)
imageWho's Afraid of Negative Interest Rates?— by David Ranson, Real Clear Markets, March 2, 2016
imageWHAT MORE COWBELL MEANS FOR EUROPE'S ECONOMY— by Simon Constable, OZY Today, December 23, 2015
imageThe Economy and Why it Must Not Stagnate — airexmarket.com, September 7, 2015
imageDavid Ranson cited in the Buttonwood column, “ Rising credit spreads are the latest bad omen,” the Economist (print edition), October 3, 2015
imageGlobal Implications of the Yuan Depreciation — airexmarket.com, August 18,2015
imageDavid Ranson discusses the future of oil with Jacki — The Jacki Daily Show, August 16, 2015
imageBeware...The Price-Earnings Ratio Will Mislead You — airexmarket.com, August 14,2015
imageKING DOLLAR IS BACK, WHICH MEANS ... — by Simon Constable, OZY Today, August 13, 2015
imageExamining the Correlation Between Crude Oil, Gold, and the U.S. Government — airexmarket.com, July 24,2015
imageHCWE Product Overview with R. David Ranson — airexmarket.com, July 8,2015
imageAll-weather portfolio all the time? — by Scott Burns, dallasnews.com, January 31,2015
How to Simplify Commodities — Using just oil, soybeans, copper, and cotton, an economist says, he's created an index that is a proxy for the entire market [PDF]. By Simon Constable, Barrons, August 30, 2014
imageJOHN AUTHERS' NOTE: VIDEO — “Valuing Small Caps,” David Ranson interviewed by John Authers, Financial Times, June 10, 2014
imageDavid Ranson discusses market trends and changes at the Fed with Bill Kearney — Financial Spectrum, WKXL-1450, April 1, 2014
imageNCPA Brief - Backgrounder #172: — “Commodity Prices Follow Gold -- A Leading Indicator of Inflation (PDF)” by David Ranson, National Center for Policy Analysis, March 2014
imageObama's New Deal: Manufacturing Institutes Announced — by Kate Rogers, Industries: FoxBusiness.com, February 25, 2014
imageThe Federal Reserve Orchestrates The Death Of Cash As A Vehicle For Saving — by David Ranson, Capital Flows/Contributor: Forbes.com, February 21, 2014
imageDavid Ranson discusses predictive market signals with Bill Kearney — Financial Spectrum, WKXL-1450, February 12, 2014
imageDavid Ranson discusses prospects for the economy in 2014 with Bill Kearney — Financial Spectrum, WKXL-1450, January 6, 2014
imageDavid Ranson discusses the 'permanent portfolio' with Bill Kearney — Financial Spectrum, WKXL-1450, September 11, 2013
imageDavid Ranson cited in Buttonwood — “What's going on in Japan? ”, The Economist (print edition), May 30, 2013
imageDavid Ranson cited in Buttonwood — “Austerity - Is opinion shifting? ”, The Economist (print edition), March 1, 2013
image“A New Way to Assess Whether Equity Markets Are Fully- or Under-Valued During Recoveries” by David Ranson and James Barth — Milken Insitute Online, September 19, 2012
imageNCPA Brief - Issues/The Economy #113: — “A Better Way to Track Unemployment” by David Ranson, National Center for Policy Analysis, August 29, 2012
imageHCWE cited by SIMON CONSTABLE, “QE3: Mixed Bag for Commods” — Barron's, August 18, 2012
image“The depreciating dollar” — David Ranson on ft.com/video, Financial Times, May 24, 2012
imageZero Interest Rate Policy Is Batting Zero — by David Ranson, Op/Ed/Capital Flows: Forbes.com, March 21, 2012
imageDavid Ranson cited in Buttonwood — “The role of gold”, The Economist (print edition), February 29, 2012
imageHCWE cited in “Review: Incumbent Indicator: A Profitable Year, Regardless?” — Barron's, January 14, 2012
imageDavid Ranson discusses the long-term economic outlook with Bill Kearney — Financial Spectrum, WKXL-1450, November 7, 2011
imageWainwright research cited in Buttonwood — “Golden acres”, The Economist (print edition), October 29, 2011
imageDavid Ranson with Laura Mandaro on Market Edge “Fed's Track Record Casts Doubts on QE3 Success” — Market Watch, September 20, 2011
imageDavid Ranson discusses recent economic trends with Bill Kearney — Financial Spectrum, WKXL-1450, August 26, 2011
imageWhy The Stock Market Tanked — by David Ranson, Commentary: Forbes.com, August 8, 2011
imageEquity-market outlook interview by Vince Coakley — WBT radio Charlotte, NC, August 4, 2011
imageProbing The Limits Of Federal Revenue — by David Ranson, Commentary: Forbes.com, June 21, 2011
imageInflation Won't Wait For The Banks — by R. David Ranson, Op/Ed: Forbes.com, June 1, 2011
imageDavid Ranson with Laura Mandaro on Market Edge “Oil Won't Derail Stocks” — Market Watch, February 22, 2011
imageDavid Ranson discusses recent economic trends with Bill Kearney — Financial Spectrum, WKXL-1450, December 22, 2010
imageWainwright research cited in Buttonwood — “The Magic Bullet”, The Economist (print edition), October 7, 2010
imageWainwright research featured in Buttonwood's Notebook — “Bullied by Bullion”, The Economist, October 1, 2010
imageCommentary by David Ranson — “Towards a better benchmark for market valuations”, Top1000Funds.com, September 1, 2010
imageGreg Bright references David Ranson's new model for predicting economic growth — “Gold worth more as a predictor than gold itself”, Top1000Funds.com, August 25, 2010
imagePhilip Coggan features David Ranson's new model for predicting economic growth — “A new approach to asset allocation”, FinancialTimes.com, August 23, 2010
imageButtonwood discusses David Ranson's asset allocation strategies— “A short cut to asset allocation?”, The Economist, August 4, 2010
imageNCPA Brief #716: — “The Limit of Tax Revenues” by David Ranson, National Center for Policy Analysis, August 4, 2010
imageMichel Juvet sources HCWE — “Less taxes, but not a smaller state”, Le Temps, July 5, 2010
imageButtonwood sources David Ranson — “Something doesn't fit”, The Economist, June 17, 2010
imageDavid Ranson on Fox — “Need to Cut Spending” — FoxBusiness.com, May 21, 2010
imageDavid Ranson on “The Revenue Limits of Tax and Spend” — Wall Street Journal Online, May 17, 2010
imageScott Burns interviews David Ranson about tangible assets as portfolio protection — DallasNews.com, April 25, 2010
imageGene Epstein cites David Ranson in “Drop the Double Dip” — Barron's, March 22, 2010
imageDavid Ranson discusses the recovery and the implications of the falling dollar with Bill Kearney — Financial Spectrum, WKXL, March 18, 2010
imageDavid Ranson sourced in “Full-steam Ahead” by Simon Constable — Market Watch/Wall Street Journal, March 18, 2010
imageDavid Ranson on Fox “Digging Into the Dollar” — FoxBusiness.com, March 14, 2010
imageDavid Ranson “Opinion: Why the Recovery Will Be Robust” — Wall Street Journal Online, January 31, 2010
imageDavid Ranson and John Tamny on the John Batchelor Show - “Financial Roundtable with Simon Constable” — 77 WABC, January 29, 2010
imageDavid Ranson with Laura Mandaro on Market Edge “Cyclicals Can Rally, But Watch Bonds” — Market Watch, January 1, 2010
imageDavid Ranson in “The Economy Is Growing Faster Than You Think” — Real Clear Markets, December 15, 2009
imageDavid Ranson sourced by Simon Constable in “The Case for a V: Could 7% Growth Rates Return?” — Wall Street Journal Online, December 12, 2009
imageDavid Ranson on protecting portfolios with gold with Jonathan Chevreau on “The Wealthy Boomer”, Part-2— Financial Post of Canada, November 24, 2009
imageDavid Ranson discusses inflation with Jonathan Chevreau on “The Wealthy Boomer”, Part-1— Financial Post of Canada, November 24, 2009
imageDavid Ranson sourced in “Bullion buyers see pot of gold in higher deficits” by Laura Mandaro — Market Watch/Wall Street Journal, November 23, 2009
imageDavid Ranson sourced in “Inflation, Hedging, gold, Real Return Bonds” by Jonathan Chevreau — National Post of Canada, November 23, 2009
imageDavid Ranson sourced in “Bonds or Gold? Views differ on inflation hedges” by Jonathan Chevreau — Financial Post of Canada, November 20, 2009
imageDavid Ranson interviewed in “Hedge inflation with gold bullion” by Jonathan Chevreau — Edmonton Journal, November 19, 2009
imageDavid Ranson sourced in “A Foolish View of America's Debt” by RANDALL W. FORSYTH — Barron's, November 18, 2009
imageButtonwood sources David Ranson — “Paper promises, golden hordes”, The Economist, November 12, 2009
imageButtonwood sources David Ranson in Buttonwood's Notebook — The Economist Online, July 24, 2009
imageDavid Ranson sourced in “How to hedge your bets against rosy forecasts” by Jonathan Chevreau — Financial Post of Canada, July 16, 2009
imageDavid Ranson sourced in Buttonwood-Raw Deal: Higher commodity prices may not be good news — The Economist, June 5, 2009
imageDavid Ranson: Obama Vowed To Bring Change, And Real Tax Cuts Would Qualify — Investor's Business Daily, April 29, 2009
imageJohn Authers, investment editor, discusses Wainwright's research on real estate prices and foreclosure rates. — FinancialTimes.com, April 23, 2009
imageDavid discusses impact of governement manipulation on the economic crisis — Financial Spectrum, WKXL, March 12, 2009
image“Are speculators to blame for oil's surge?”— WSJ Online, February 6, 2009
imageDavid discusses the economic crisis and federal actions — Politics of Money, December 11, 2008
image“Why Paulson's Plan Won't Work”— WSJ Online, November 6, 2008
image“Will economy's path be shaped like a U, V, W or L?” — Associated Press, August 25, 2008
image“Economics as Metaphor” — Wall Street Journal, July 25, 2008
image“Get your leading and lagging the right way round” — Financial Times, July 15, 2008
image“The Fed and the Price of Rice” — Wall Street Journal, June 10, 2008
image“You Can't Soak the Rich” — Bob Davis, KSTP, June 9, 2008
image“Are speculators to blame for oil's surge?” — TheStreet.com, June 5, 2008
image“You Can't Soak the Rich” — Wall Street Journal, May 20, 2008
image“VIX Marks the Spot -- for Treasuries” — Barron's Online, Wednesday, April 23, 2008
image'What Is Next?' Is Question Facing the Fed” — The New York Sun, March 18, 2008
image“Inflation May Be Worse Than We Think” — Wall Street Journal, February 26, 2008
image“The Candidates and Trade” — Wall Street Journal, February 6, 2008
image“The Fed's Predicament” — Wall Street Journal, December 24, 2007
imagePPI Escalates Higher - Kudlow & Company — CNBC, December 13, 2007
imageTheStreet.com — Dollar's Doomed, So Buy a House, November 29, 2007
image“Protectionism and the Falling Dollar” — Wall Street Journal, October 30, 2007
image“Is Housing Undervalued?” — Wall Street Journal, August 17, 2007
imageIs Inflation a Threat? - Kudlow & Company — CNBC, July 16, 2007
image“Money Meltdown” — Wall Street Journal, July 5, 2007
image“Does the Fed Matter?” — Wall Street Journal, May 25, 2007
image“As the US stock market continues to set records...” — GulfNews.com, May 18, 2007
image“The FOMC Stands Pat...” — Barron's Online, May 10, 2007
image“Slouching Dollar, Hidden Inflation” — Wall Street Journal, March 29, 2007
image“Gold's rise points to inflation” — National Post/Canada.com December 13, 2006.
image“The Buck Takes Wing” — Barron's November 20, 2006.
image“Gold Keeps its Head When Other Assets Are Losing Theirs” — Bullion Buzz Newsletter, August 1, 2006
image“In Gold We Trust” — Wall Street Journal, May 18, 2006
image“Like a Virgin” — Barron's May 15, 2006.
image“How Markets Affect the Value of Gold” — Financial Times, April 22, 2006
image“The Dow-Gold Ratio and What It Portends” — Bullion Management Services Inc., January 17, 2006
image“Extreme Contrarianism” — Barron's, December 12, 2005