AboutJerry Bowyer, Author at Affluent Christian Investor
Jerry Bowyer
Jerry Bowyer is a Forbes contributor, contributing editor of AffluentInvestor.com, and Senior Fellow in Business Economics at The Center for Cultural Leadership. Jerry has compiled an impressive record as a leading thinker in finance and economics. He worked as an auditor and a tax consultant with Arthur Anderson, as Vice President of the Beechwood Company which is the family office associated with Federated Investors, and has consulted in various privatization efforts for Allegheny County, Pennsylvania. He founded the influential economic think tank, the Allegheny Institute, and has lectured extensively at universities, businesses and civic groups. Jerry has been a member of three investment committees, among which is Benchmark Financial, Pittsburgh’s largest financial services firm. Jerry had been a regular commentator on Fox Business News and Fox News. He was formerly a CNBC Contributor, has guest-hosted “The Kudlow Report”, and has written for CNBC.com, National Review Online, and The Wall Street Journal, as well as many other publications. He is the author of The Bush Boom and more recently The Free Market Capitalist’s Survival Guide, published by HarperCollins. Jerry is the President of Bowyer Research. Jerry consulted extensively with the Bush White House on matters pertaining to the recent economic crisis. He has been quoted in the New York Times, The Wall Street Journal, Forbes Magazine, The International Herald Tribune and various local newspapers. He has been a contributing editor of National Review Online, The New York Sun and Townhall Magazine. Jerry has hosted daily radio and TV programs and was one of the founding members of WQED’s On-Q Friday Roundtable. He has guest-hosted the Bill Bennett radio program as well as radio programs in Chicago, Dallas and Los Angeles. Jerry is the former host of WorldView, a nationally syndicated Sunday-morning political talk show created on the model of Meet The Press. On WorldView, Jerry interviewed distinguished guests including the Vice President, Treasury Secretary, HUD Secretary, former Secretary of Sate Condoleezza Rice, former Presidential Advisor Carl Rove, former Attorney General Edwin Meese and publisher Steve Forbes. Jerry has taught social ethics at Ottawa Theological Hall, public policy at Saint Vincent’s College, and guest lectured at Carnegie Mellon’s graduate Heinz School of Public Policy. In 1997 Jerry gave the commencement address at his alma mater, Robert Morris University. He was the youngest speaker in the history of the school, and the school received more requests for transcripts of Jerry’s speech than at any other time in its 120-year history. Jerry lives in Pennsylvania with his wife, Susan, and the youngest three of their seven children.
What This Supply Chain ‘Mood Ring’ Tells Us About The Recovery
I wrote previously about how business surveys, such as the Purchasing Manager’s Index Survey (PMI), are good at showing not just the mood of supply chain managers but also what kinds of business conditions are actually occurring. Their sentiment … Read More
This Data Shows How Weird This Recession Was
First, let me introduce the most important economic statistic that you’ve (probably) never heard of, Gross Output. It was invented by economist Mark Skousen and was adopted by the federal government, which now reports it quarterly. Unlike GDP, Gross … Read More
GDP Bounced Back, Sort Of
GDP is the most popular general measure of economic output. It started its contraction in the first quarter of the year, rapidly accelerated its fall in the second quarter, and came roaring back in the third quarter. We don’t … Read More
The Global Stock Market Decompression
In the most recent quarter, global stock markets continued to reverse the valuation compression which occurred in the first quarter.
In the first quarter of the year, during the worst of the COVID crisis, global markets collapsed in value. What … Read More
How Companies Pay Shareholders: High Earnings Quality Companies Do More Buybacks
In our ongoing series about stock selection which has first focused on how companies pay their shareholders, we’re going to take a slightly deeper dive into buybacks.
Reminder: We are referring to situations in which a company reduces the number … Read More
Back To Buybacks: Is It More About Dilution Than Concentration?
We mentioned previously in this series that buybacks may not capture everything (or even the most important things) when it comes to the question of whether companies should be concentrating (by taking shares off the market) shareholder ownership or … Read More
How Companies Pay Shareholders: Total Shareholder Payout A Better Approach?
Is there a metric or series of metrics which captures the best of what we learn from looking at the buybacks factor, but avoids some of its shortcomings? Net Payout of Profits just might fit the bill. This metric looks … Read More
How Companies Pay Shareholders: What Do The Data Say?
We took an independent look at the data to see whether buybacks were additive to return or not. The answer seems to be “sometimes.” Which then raises the question, “When?”
First, let’s talk about how we approached the problem. … Read More
How Companies Pay Shareholders: Are Buybacks Good For Shareholders In The Long Run?
Click here to read part 1 of this series.
Click here to read part 2.
Click here to read part 3.
Given the dynamics we’ve discussed earlier regarding buybacks, it should be no surprise to see that they tend … Read More
How Companies Pay Shareholders: Buybacks Discourage CEO Empire Building
Click here to read part 1 of this series.
Click here to read part 2.
It’s important to remember that reinvestment is a matter of trade-offs, not an unalloyed good.
“Importantly, the number of value-creating investment opportunities a company … Read More
How Companies Pay Shareholders: Buybacks Don’t Subtract From Wages
You can read the first part of this series here.
Another root of misunderstandings is a simple lack of knowledge about the basics of accounting practices. Buybacks aren’t a subtraction from worker salaries or research and development. They are financed … Read More
Biochemical Engineer Ivor Cummins Discussing “The Rosetta Stone Of Modern Chronic Disease”
I recently sat across a phone line with Ivor Cummins, researcher of modern chronic diseases and author. We discussed his book Eat Rich, Live Long, co-authored with Dr. Jeffry Gerber, an expert in preventative medicine. Coming from a Biochemical Engineer background, Ivor’s journey … Read More
How Companies Pay Shareholders: Buybacks Are Not A Giveaway
London Business School finance professor Alex Edmans devotes a substantial portion of his excellent book Grow the Pie to stock buybacks. His discussion offers an honest recapitulation of both the political and financial case against them, showing that he has taken … Read More
Diseases Of Modernity: What Do They Have In Common?
I recently had a discussion with the brilliant Dr. Benjamin Bikman, author of the book, “Why We Get Sick: The Hidden Epidemic at the Root of Most Chronic Disease — and How to Fight It,” which makes a very compelling argument for … Read More
How Companies Pay Shareholders: Buybacks Are Not A Giveaway
London Business School finance professor Alex Edmans devotes a substantial portion of his excellent book Grow the Pie to stock buybacks. His discussion offers an honest recapitulation of both the political and financial case against them, showing that he has taken … Read More
Diseases Of Modernity: What Do They Have In Common?
I recently had a discussion with the brilliant Dr. Benjamin Bikman, author of the book, “Why We Get Sick: The Hidden Epidemic at the Root of Most Chronic Disease — and How to Fight It,” which makes a very compelling argument for … Read More
New Conservative Portal Makes Fighting Woke Capitalism Free And Easy
With contributions by Charles Bowyer.
I recently sat down for a second interview with Justin Danhof, director of the Free Enterprise Project at the National Center for Public Policy Research. You can listen to, and read about, our first conversation here. … Read More
How A Failed Commune Gave Us What Is Now Thanksgiving
It’s wrong to say that America was founded by capitalists. In fact, America was founded by socialists who had the humility to learn from their initial mistakes and embrace freedom. One of the earliest and arguably most historically significant North … Read More
Look For Companies With Blockholder Investor Base
When you are deciding whether to invest in a company, you are not just deciding which company to buy, you are also choosing which investors to join with. You get a share in the company, but you also find … Read More
Reining In The Proxies: A Letter To Secretary Of Labor Eugene Scalia
In September, the Department of Labor proposed a rule that seeks to reaffirm the principle that pension plans’ main focus should be the financial well-being of their beneficiaries, and asked for comments from interested parties. This rule aims to undo … Read More
Do Customers Want Corporations To ‘Virtue Signal’ About Politics?
A general survey by the consulting firm, Morning Consult, showed some surprising results when it comes to how the general public thinks about corporations making public pronouncements about the current crisis wracking our nation.
(Source: Statista)
It turns out … Read More
Reining In The Proxies: A Letter To Secretary Of Labor Eugene Scalia
In September, the Department of Labor proposed a rule that seeks to reaffirm the principle that pension plans’ main focus should be the financial well-being of their beneficiaries, and asked for comments from interested parties. This rule aims to undo … Read More
Defending Pensions
This summer, the Department of Labor proposed a rule that seeks to reaffirm the principle that pension plans’ main focus should be the financial well-being of retirees, and asked for comments from interested parties. As Labor Secretary Eugene Scalia put … Read More
What This New Economic CAT Scan Shows About This Recession
In the prior article, I explained how a new statistic, Gross Output (GO) uses free-market insights to get a deeper look into the economy than Keynesian statistics such as GDP and GNP.
Now that we know it’s a better … Read More
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