Is the Economic Data Reliable?

2024-12-17T18:14:41+00:00December 17th, 2024|Categories: INVESTMENT|

Executive Summary There are many claiming the U.S. Economy is strong; however, in this issue I am going to point out some data discrepancies. FHN Financial published their GDP projection with no outlook for recession. The second graph below shows when the unemployment rate rises above the [...]

Do Bubbles Last Forever?

2024-12-10T19:47:51+00:00December 10th, 2024|Categories: INVESTMENT|

Executive Summary Current stock market valuations are pushing the limit of statistical norms. Look at the first graph below which shows the market is over four standard deviations from the mean. Normal statistical distributions fall within four standard deviations 99.9937% of the time! The second two graphs [...]

Inflation Distractions

2024-12-03T19:49:04+00:00December 3rd, 2024|Categories: INVESTMENT|

Executive Summary The following was written by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, at First Trust Advisors, L.P. I thought it clarified much of the chatter surrounding the inflation argument. I hope you enjoy their take. Please proceed to read The Details below [...]