Tag: u.s. economic data

U.S. Equities Update: Active Investors Await Buy Signal

The U.S. equity markets fell sharply last week, erasing most of the gains since early June. Much of the damage was related to a deterioration...

Strong U.S Economy Boosting Sluggish Stock Market Indices

The strengthening of the U.S. economy continues to be the principal support for the equity markets. Although the third quarter produced very strong earnings growth,...

Supply Side Economics… and We The People

“We want capitalism and market forces to be the slave of democracy rather than the opposite.” - Thomas Piketty The essential underlying elements of supply, demand,...

Trade Wars, Negotiations, and Weaponization of the U.S. Dollar

The Uncivil Civil War discussed the sanguine approach many investors take towards equity risk despite clear signs of domestic political turbulence. The article put the...

Wicksell’s Elegant Model… And What It’s Saying About Today’s Economy

“It's unbelievable how much you don't know about the game you've been playing all your life.” – Mickey Mantle Introduction The word discipline has two closely...

Everyone Hears the Fed but Few Listen

“See no evil, hear no evil, speak no evil” Currently, investors appear to be covering their eyes, ears, and mouths and ignoring the Federal Reserve’s...

Are Booming Corporate Profits Masking A Valuation Bubble?

“Better to paralyzed from the neck down than the neck up.” – Charles Krauthammer It is easy to be upbeat about the stock market. Currently, as...

U.S. Equities Macro Update: Economy Supporting Stock Prices

The stock market broke out of a two-week losing streak last week with the S&P 500 Index (INDEXCBOE:.INX) gaining 1.5%. Stocks have been locked in...

Consumer Cycle Indicator Flashing Early Warning Signs

If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy. So let's...

Employment Data Isn’t As Rosy As One Might Think

“Fed Officials Worry Economy Is Too Good. Workers Still Feel Left Behind” – New York Times 4/27/2018 This coming Friday the Bureau of Labor Statistics...

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