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Is the Consumer Really Strong?
Executive Summary Citing strong retail sales, financial pundits are espousing a strong consumer. However, they appear to be omitting the impact of [...]
What Will the End of This Bear Market Look Like?
Executive Summary The bear market rally of the last three weeks reversed the previous three-month downturn. Technically speaking the markets were very [...]
Why Haven’t Home Prices Plummeted?
Executive Summary With mortgage rates fluctuating between 7-8%, consumer sentiment for house buying conditions has dropped to the lowest level since 1982 [...]
Did Last Week Mark the End of the Bear Market?
Executive Summary The S&P 500 Index rose five consecutive days last week, ending the week nearly 6% higher. However, note this move [...]
Is the Outlook for Economic Growth Rosy?
Executive Summary Third quarter real GDP grew at a 4.9% annualized rate, yet many people are expressing concern about rising interest rates [...]
How is the Earnings Game Played?
Executive Summary Forecasting corporate earnings seems to be an exercise in futility, and Wall Street analysts are always going to error on [...]
Is “Valuation” a Dirty Word?
Executive Summary Some investors think “valuation” is a dirty word and is some type of market timing indicator. On the contrary, valuation [...]
Do the Payroll Numbers Actually Mean Anything?
Executive Summary As a result of the COVID19 pandemic, student loan payments were suspended. However, on October 1 the payments resume, which [...]
Could Student Loan Payments Be the Last Straw?
Executive Summary As a result of the COVID19 pandemic, student loan payments were suspended. However, on October 1 the payments resume, which [...]