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Blog
Are the Markets Reflective of Reality?
Executive Summary From the bottom of the Financial Crisis in March of 2009, the S&P 500 climbed to a recent high of [...]
Is the Road Getting Shorter?
Executive Summary While the stock market is rising, so also is the U.S. Federal Debt. Currently the balance is rapidly approaching $38 [...]
Are There Issues with the GDP Numbers?
Executive Summary Recently the Bureau of Economic Analysis (BEA) released their final number for second quarter 2025, real annualized GDP growth at [...]
What Will the Fed Do From Here?
Executive Summary The one piece of the economic puzzle which had appeared to defy gravity was employment; however, the picture changed with [...]
Was the Payroll Revision the Last Straw?
Executive Summary The one piece of the economic puzzle which had appeared to defy gravity was employment; however, the picture changed with [...]
Should the BLS Release Distorted Data?
Executive Summary There have been discussions lately about the reliability of the monthly “new jobs” report released by the Bureau of Labor [...]
What is Weighing on Economic Growth?
Executive Summary The U.S. Federal debt is now over $37 trillion. In the first graph below, one can see Real (inflation adjusted) [...]
What Will the Fed Do?
Executive Summary Last Friday, Fed Chair Jerome Powell spoke at the now infamous Jackson Hole meeting. In The Details below are excerpts [...]
Would the Financial Data Make You Say, “Hmmm”?
Executive Summary This week includes a number of data points for our readers to ponder. First the concentration risk in the S&P [...]