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Thursday, December 13, 2018
Hotly debated among demographers today is the happiness of the younger generation. Some analysts point to lower income. Others point to the decline of marriage. Others point to the harmful effects of constant technology use, such as phone games or […]
Housing took center stage this past week. Housing starts, new and existing home sales, and Case-Shiller home prices gave us an idea of what the American housing market looks like. Question: If you had to guess what stage of the […]
The question is a bit of a misnomer. Economic growth was much stronger during, for example, the wild, wild west days. But, is Trump the best economic growth president in the modern era (i.e. since 1980?)? The IMF seems to […]
The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look. Q2 hedge fund letters, conference, scoops etc (For bottom-liners – with the […]
The NBA finals are upon us, a repeat of the 2017 finals in which the Warriors dominated the overwhelmed Cavaliers. This year may prove a similar outcome. Out of curiosity, given that there are at most only 4 more wins […]
This week we gained two pieces of inflation information – the Consumer Price Index (CPI) and the Producer Price Index (PPI). Both measures provide insight into where inflation has been in recent months. Overall, the CPI came in at +2.4% […]
It’s jobs week. And this week’s jobs figure and unemployment rate stat could move the markets more than most. The market expects the month-over-month jobs figure to come in at 193k, a rebound from the weak 103k in March. Should […]
Unbeknownst to no one, the yield curve bumped above 3 percent this past week. The “psychologically” important threshold hasn’t spooked the s&p 500 (yet?), but the news hasn’t been met by the market as a grand achievement. Since moving above 3 […]
If you’re a follower of geopolitics, you know that Americans get blamed for the 2008 global financial crisis. In postulating at what might cause the next recession, there’s a good chance that China could be the initiation point. Here’s a […]
This past week the Congressional Budget Office (CBO) released their budget projections for FY 2018 through FY 2028. The budget projections include a host of assumptions on things like GDP growth, potential GDP growth, interest rates, employment, revenues, and expenditures, […]
