Tag: u.s. economic data
Analyzing the Labor Market Versus the Stock Market
By the time you read this, the buzz of what the Federal Reserve did and Chairman Powell’s presser will be over, at least for...
2023 United States Recession: None, Soft or Hard?
There is no denying economic activity is slowing but so far, the market has not cared much as it has taken a backseat to...
Capital Neglect Is Killing Capitalism
Capital represents the resources and labor used to produce goods and services.
“Ism” is a system.
Capitalism is an economic system based on the private ownership of...
The Economic Foghorn Is Blowing But Few Heed Its Warning
Often, boaters take the warning blow of a foghorn for granted and disregard it. However, all skippers seem to pay attention when they hear...
What Would Inflation Look Like If We Used Market Rents?
We have been beating this drum over the last 6 months. Real-time data supported the notion that inflation peaked half a year ago and...
S&P 500 Revenue Growth In 2022 Expected To Hit 10.5%
2022 has been one highlighted by fear, volatility, and more fear.
Despite much of the rhetoric, the companies that make up the market continue to...
What Does Today’s Real Estate Buyer Look Like?
Here are 3 statistics about real estate buyers from this year that we will focus on today (source: National Association of REALTORS):
50 Miles
50 Miles...
Our Currency (US Dollar), The World’s Problem
The Bank of England is bailing out U.K. pension funds. The Bank of Japan uses excessive monetary policy to protect its currency and cap...
Finance is at Fault, Not Russia, Powell, or Biden
It’s Russia’s fault, cries the media. Others put the blame for recent stock declines at the feet of the Federal Reserve. Some fault Biden,...
Uncertainty Is the Name of the Financials Markets Game
Last Wednesday, if you somehow had a premonition that the Consumer Price Index (CPI) was NOT going to show signs of cooling but instead surprise to...
