John M. Mason
Seeking Alpha
Philadelphia, PA, United States
Contact John
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by John:
Federal Reserve Watch: So Much Money
The Federal Reserve continues with quantitative tightening, but financial markets are not giving consistent signals of how this tightening might impact the economy. Click for more. → Read More
Monetary Policy In Front Of The U.S. Congress
Jerome Powell, Fed Chairman, spoke in front of the US Congress today, and the stock market tumbled. Read more to see my thoughts on Powell's speech. → Read More
Debt Default: Impossible Thought
The debt ceiling has been hit once again! With the Biden budget coming out this week, the discussions about the possibility of debt default will become real. Click here for more. → Read More
Budget Battle: Get The Right Focus
The Biden administration is expected to spend lots of money in the near future and to increase the federal debt by a lot. Click for my take on what this means. → Read More
Asset Bubble Is Coming Home
The asset bubble created by the Federal Reserve in 2020 and 2021 is coming home. Click here to read what investors need to know. → Read More
Federal Reserve Watch: Quantitative Tightening Still Continues
The Federal Reserve is continuing to remove securities from its securities portfolio, supporting its efforts to increase its policy rate of interest. Click here for more. → Read More
Bank Profits, Bank Cash: No Failures
The banking industry scored a return on equity of 11.67%, has lots of cash on hand, and seems to be lending quite freely. Read what investors need to know. → Read More
It's The Supply Side
More and more attention is being given to the possibility that our macroeconomic problems may be coming from the supply side of the equation, not the demand side. → Read More
Federal Reserve Watch: More Tightening To Come
Report: Price inflation increased in January providing more concern about further increases in the the Federal Reserve's policy rate of interest. Click here for more. → Read More
The Government's Demand-Side Policies Are Not Producing Economic Growth
More and more evidence is showing that the efforts of the government to stimulate the demand side of the economy are not working out. Click here for more. → Read More
We Are Learning: QE And QT Are Still New To Us
Quantitative easing was used to spur on the economic recovery following the Great Recession and was used to prevent an economic collapse following the Covid-19 pandemic. → Read More
Another Sector Backing Off: Venture Capital
Fundraising for venture capital groups is declining, as limited partners pull back from the excesses of recent years. Click here to read more. → Read More
Lackluster Goldman Sachs (NYSE:GS)
The Goldman Sachs Group has tried to change its business model to produce steady, more consistent results. Has GS succeeded? Click here to read more. → Read More
The Crypto-War Is On
The "new digital world" is going to happen and "ultimately" it is going to be regulated and controlled. Click here to read a discussion of the factors involved. → Read More
Federal Reserve Watch: How Long
Federal Reserve is showing its discipline in the current program of quantitative tightening to battle the inflation presence. Read what investors need to know. → Read More
The Government's Fiscal Picture: $19 Trillion In New Debt Over The Next 10 Years
CBO believes that the federal government will generate over $19T in new debt in the next decade. Click here for my take on what this means. → Read More
Don't Count On Fiscal Stimulus To Solve Our Growth Problem (SP500)
Fed still seems intent upon stimulating the economy by more and more spending. See why successful investment strategies will need to be revised going forward. → Read More
Lots Of Money Around
The financial system has lots and lots of money just sitting around in bank vaults throughout the country. Click here to find out what this means to the markets. → Read More
It's The Supply Side, Stupid
Labor productivity declined by 1.5 percent in 2022: over the past 15 years or so, the growth of labor productivity has been between 0 and 1%. Click for more. → Read More
Federal Reserve Watch: Quiet Week At Fed
Little happened in the first week of February at the Federal Reserve, but Federal Reserve officials continue to support the Fed's battle with inflation. Click here for more. → Read More