Positive Results On Main Street But Wall Street Seems Skittish
November 13, 2018
The employment report revealed that, year over year, wage rates rose from 2.8% in September to 3.1% in October.
Markets Priced For Growth Acceleration But Data Suggest Deceleration
No recession yet in sight; the economy is still expanding. But it clearly isn’t accelerating.
August 31, 2018
Higher Inflation Only Clear Conclusion In The Data
The U.S. economy itself appears to be doing well, but we see many end-of-cycle signs.
June 22, 2018
No Recession In Sight, Just Volatility And End-Of-Cycle Worries
As June began, market volatility re-emerged fluctuating wildly on a daily basis.
Buybacks: The New Magic Beans
While the immediate impact of a buyback is an increase in a company’s EPS, that buyback also increases the company’s leverage, and therefore, its risk.
May 30, 2018
Back In The Old Days, This Was Called Stagflation
So, what should a now worried investor do?
May 14, 2018
Taking Stock Of Sources Of Uncertainty That Stoke Volatility
Volatility increases in direct proportion to market uncertainty, so today’s volatility is just symptomatic of the confusion and uncertainty now prevalent at least in the near-term outlook.
April 24, 2018
Get Used To Heightened Market Volatility
People take their cues from the stock market when it comes to assessing economic health.
March 6, 2018