Blog
What Happens When You Ignore a Full Cycle?
Executive Summary The stock market moves in bull and bear cycles. Investors tend to be the most enthusiastic at the top of [...]
Does the U-3 Tell It All?
Executive Summary According to an op-ed recently in Bloomberg, the labor force has contracted in 2019. Additionally, according to the article, employment according [...]
Should You Believe the Cycle or the Hype?
Executive Summary Stock market hype or the stock market cycle, which is more important? As I have written many times before, the [...]
Will Next Time Be Different?
Executive Summary How should one read the economy and stock market? Should the market reflect the economy, or should the economy reflect [...]
Does the Potemkin Village Need an Addition?
Executive Summary Presently, the average Joe and Jane have no idea they are living in a Potemkin Village. After the 2008 Financial [...]
When It Comes To The Economy, Who Do You Believe?
Executive Summary In these Weekly Market Updates, I look "under the hood" at hard economic data and present it to our readers. This [...]
What is The Big Government Debt Hoax?
Executive Summary I have often written about how debt and demographics are impediments to future growth. In this week's missive, I explain [...]
Was January’s Jobs Report Really a “Blowout”?
Executive Summary In last week's jobs report, did you hear that the unemployment rate increased slightly? Of course not, because you only [...]
Will Fed Actions Prompt a Recession?
Executive Summary After the end of the Great Recession, short-term rates were held to zero percent by the Federal Reserve Bank in [...]