Tag: u.s. economic data

U.S. Productivity and Why It’s Key To Understanding Today’s Economy

The Kansas City Federal Reserve posted the Twitter comment and graph below highlighting a very important economic theme in the U.S. Although productivity is a...

Greetings From Stiltsville: Deficit Spending is Not a Free Lunch

A special thank you to Peter Cook for co-authoring this article with us. Imagine an island called Stiltsville, where a person’s value is based...

U.S. Equity Market Under Pressure As Uncertainty Reigns

The equity markets tumbled nearly 5% last week, pushing the S&P 500 into the red for the year. The turmoil in the financial markets in...

Late Cycle Asset Allocation: No Time For Complacency

“The journey of a thousand miles begins with one step.” - Lao Tzu In a tiny first step on December 16, 2015, the Federal Reserve (Fed)...

U.S. Equities Update: Recession, Prolonged Bear Market Unlikely

The popular stock market averages fell nearly 4.00% last week. U.S. equities continue to be adversely impacted by rising interest rates, the negative influence of...

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...

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