Bob MooreApr 20, 202212 min readCloser to the End Than the BeginningHow high will interest rates go? Is a recession coming? What is causing inflation? Will it stick? Is globalization dead? So many questions!
Bob MooreDec 13, 201911 min readWhat Comes Next? Part Two Monetary policy as we know it will end with the next recession. Examine debt cycles & monetary policy limits when capitalism deleverages.
Bob MooreOct 22, 201915 min readWhat Comes Next? Part OneWhen recession hits and the Fed has run out of bullets, what's next? This three-part commentary sounds the alarm and describes the options.
Bob MooreJun 7, 20193 min read Stairs Up Elevator DownThe May Employment Report has provided further evidence that the economy has downshifted in the second quarter of 2019.
Bob MooreMay 28, 20196 min read The Mechanics of Callable SecuritiesRecent market gyrations and Federal Reserve comments have presented a real-world opportunity to review the mechanics of callable securities.
Bob MooreMay 14, 20196 min readCallable Securities May Be the Biggest Threat to Your Portfolio This paper illustrates the hazards of purchasing callable securities for public funds investors and their taxpayers. Callable securities...
Bob MooreFeb 21, 201913 min readWhat Would Albert Say?“If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein As a casual student of Albert Einstein, I enjoy...
Bob MooreSep 27, 201810 min readThe Road Not TakenIf you stay with me on a wonkish trip we will walk a path that is not well worn. We’ll be in search of questions few have asked to find...
Bob MooreApr 24, 20183 min readRisking Recession to Fend Off InflationThe Federal Reserve has tightened credit with a series of six quarter point hikes that began in December 2015. Financial gurus expect...
Bob MooreFeb 13, 20184 min readThe Escape from Planet ZIRPNote: ZIRP is an acronym for zero interest rate policy. ZIRP became popular with the financial media after Fed Chair Bernanke cut policy...
Bob MooreDec 29, 20174 min readEvery Yield Curve Tells a StoryWith apologies to geezer rock fans and 70’s super star Rod Stewart, I’ve altered the title of Rod’s 1971 smash hit, Every Picture Tells a...
Bob MooreNov 6, 20174 min readLet's Go Shopping!It’s hard to believe but we just blew by Halloween on the fast track to Christmas. As I write there are 54 shopping days left. I’m...
Bob MooreOct 13, 20172 min readEducation and Discovery“Discovery consists of seeing what everybody else has seen and thinking what nobody has thought.” Albert Szent-Gyorgi, 1937 Nobel Prize...
Bob MooreSep 18, 20173 min readMentorshipWhat a Mentor Knows It is only fitting that my first blog post be about mentorship. On October 1, 2017 ICM will celebrate our 20th year...