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Showing posts from August, 2020

V Shaped Recovery? More like N Shaped Recovery (Part 1).

       The narrative on main-stream media and popular networks such as CNBC continuously perpetuate that the economy is great, that Initial Jobless Claims are declining, and that the stock market is at an all-time high. Everything is good in the world, right? Well, not necessarily.       I would first like to bring in question the 10 year Treasury security yield.       The usual complacency taking place on CNBC and other mainstream media networks is, to no surprise, that the US economy will create a 'V' shaped recovery, one that has a sharp decline, then suddenly rebounds. This is simply not the case. This chart clearly depicts that. The 10 year Treasury security yield had its last print at 0.6930. If real growth was in fact evident, we would see a rise in inflation which would subsequently cause yields across the curve to increase. This is not happening. Yields are staying flat near the ZLB, and are likely to stay relatively close to the 0% threshold for quite some time, dispr

Introduction to Getting Green

  Welcome to the Getting Green blog!   My name is Zac Maurer, and I will be posting a couple times a week in regards to how I view the economy and the various implications to why I believe things are the way they are today. First off, allow me to tell you a little bit about myself. I am a 20 year old college student and I will be attending the University of Georgia in this upcoming spring semester as a double major in Mathematics and Finance.  I must also add that this blog will be very unlike to what you may see on CNBC. My views will generally be contrarian to popular consensus, as I view the herd-mentality as not only a trade opportunity like we saw back in Q1 2020, but also the main catalyst for asset-pricing bubbles such as the one we have just recently experienced.  The views expressed on this blog are not to be taken as investment advice, as they are the views of strictly my own.