Tag: gdp growth
GDP Trends And Omens: A Warning In Today’s Data
While there is no doubt that patience is a virtue for investors, exercising prudence is equally important. In our prior article “Limiting Losses”, we...
Weak Q1 GDP Growth May Obscure Underlying Economic Strength
Key Takeaway: First quarter GDP growth could fail to meet forecasts, but Q1 weakness in GDP is becoming a recurring theme. Other measures of...
U.S. Economic Update: Are We Due For A Recession?
Key Takeaway: Federal Reserve studies suggest expansions are lasting longer and do not die just from old age. No one knows what the future...
Equity Valuations Stretched: Do Not Say You Were Not Warned
"What The Fed did, and I was part of it, was front-loaded an enormous market rally in order to create a wealth effect... and...
Is Slowing Economic Growth Catching Up With Stocks?
Looking Back
Most investors will be happy to have 2015 in the rear-view mirror. The S&P 500 Index eked out a 1.4% return including dividends....
The Fed And Its Self Defeating Monetary Policy
“It’s self-defeating to use the wrong monetary policy.” -Ben Bernanke
What is productivity?
The Federal Reserve’s flawed growth benchmark
Excessive monetary policy is crushing productivity
The prescription for...
Strong Dollar Keeps Pressure On U.S. Exports
U.S. multinationals can breathe a little easier. Maybe.
U.S. exports are under pressure… and it has been that way for a while now. Look no...
Federal Debt Likely To Keep Fed Tightening Cycle Shallow
Last week when the Federal Open Market Committee (FOMC) met, market participants were divided as to whether or not the Federal Reserve would raise...
Why The Fed Won’t (Shouldn’t) Raise Rates In 2015
If the Federal Reserve raises rates this year, it will be one of the worst policy mistakes made be any Central Banker (in my...
Are Bonds Bottoming? Here Are 3 Things To Watch For
For weeks now, it looks like I have been wrong on my long bonds positions: the 20+ Year Treasury Bond Fund (TLT) and the...