Who Didn’t Learn From 2008 Housing Crash?
Reading Time: 5 minutes This article will review household balance sheets and the housing market,...
Read More
Factors Affecting Inflation Through End Of 2018
Reading Time: 5 minutes The economy is heading towards the sweet spot for the consumer as gas...
Read More
Forecast Dependent, Not Data Dependent
Reading Time: 5 minutes This article will review Fed chair Powell’s latest comments on Fed policy....
Read More
Can A Positive Yield Curve Signal A Recession?
Reading Time: 5 minutes Some economic statistics have a very high correlation with the stock...
Read More
2019 Global Economic Recession Or Just A Slowdown?
Reading Time: 6 minutes With the recent weakness in Europe and China, US investors have begun to...
Read More
Leading Index Falls 2.6% (139 Week Low)
Reading Time: 5 minutes The biggest question on monetary policy is how close the Fed is to ending...
Read More
Real Rates Continue To Soar While Fed Does & Says Almost Nothing New
Reading Time: 5 minutes Under Powell’s reign, the FOMC statements have gotten shorter. It’s not as...
Read More
New Home Inventory Forecasts A Recession
Reading Time: 5 minutes It seems like almost every new data point on housing shows weakness....
Read More
Can Consumers Continue To Drive Economic Growth Despite Increasing Uncertainty?
Reading Time: 5 minutes The same macro trends have continued into November. Rather than inventing...
Read More
3rd Greatest PE Decline & How S&P 500 Free Cash Flows Are Spent…
Reading Time: 5 minutes The labor market is almost full as the prime age employment to population...
Read More
October Labor Report: Effects On Workers & Investors
Reading Time: 5 minutes The declining job creation growth from 2015-2017 on a year over year basis...
Read More
Review Of Q3 2018 GDP Report: Business Investment Growth Is Slowing
Reading Time: 5 minutes Before we review the preliminary Q3 GDP growth report, it’s important to...
Read More
Are Stocks Cheap Following October’s Correction?
Reading Time: 5 minutes The concept of valuation is interesting because if you believe in the...
Read More
Explanation Of The Housing Market
Reading Time: 5 minutes The housing market is much slower moving than equities since stocks have...
Read More
Fundamentals Matter: Is The Bottom In For Stocks?
Reading Time: 5 minutes Most of our articles are fundamental assessments on the drivers of equity...
Read More
Reviewing The Catalysts Of Stock Market Volatility
Reading Time: 5 minutes On average there are 3.3 five percent corrections per year. 2017 was an...
Read More
The Reason Housing Market Is Falling
Reading Time: 5 minutes The hot topic on Wall Street is the weakness in the housingmarket. The...
Read More
End Of The Rate Hike Cycle In 2019?
Reading Time: 5 minutes In a previous article we showed a chart which had central bank tightening...
Read More
These Sectors & Companies Are Most Exposed To Higher Rates
Reading Time: 5 minutes There are three main types of debt: household debt, corporate debt, and...
Read More
Hotel Industry Signals Recession | JOLTS Amazingly Strong
Reading Time: 6 minutes When reviewing industries, the information can add two separate layers of...
Read More
85% Of Fund Managers Say Global Economy Is Late Cycle
Reading Time: 5 minutes ‘Smart’ money is capital run by professionals in the investment community...
Read More
Online Retail Sales Effects On GDP Growth
Reading Time: 5 minutes In this article we will look at the explosive growth of online retail and...
Read More
This Metric Hints Cycle Timing
Reading Time: 5 minutes Consumers appear to be correct with the rate of change of their long run...
Read More
When Will The Fed Reduce Rates? Here’s The Magic Number…
Reading Time: 5 minutes Some readers may question why we discuss inflation so much since it hasn’t...
Read More
U.S. Households Are Overly Invested In Equities
Reading Time: 5 minutes The fact that households have a large allocation to equities is viewed as...
Read More