Monthly Archives: May, 2018

No Savings, Imprisoned, & Homeless

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In this article, we will review some stats which describe the increase in intense poverty and despair in America. The upper class and the lower class are increasing as the middle class shrinks. This data isn’t necessarily meant to make you sell stocks and put your money in a mattress.…CONTINUE READING

Underlying Problems Of Italy’s Crisis

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In previous articles, we’ve discussed how the European economy is seeing some weakness including Italy. That’s a short term issue. Although the U.S. stock market just started caring about the potential for an Italian political crisis again, this is a very long term issue which dates back to the creation…CONTINUE READING

Next Recession Might Not Be So Bad

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M&A Activity Is On A Record Pace Even though the economy should grow strongly in 2018, at least in the United States, there are some warning signs of a potential recession we will discuss. It’s always important to understand both the bullish and bearish case for equities and the economy.…CONTINUE READING

2018 Economy Is Much Different Than 2007

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The US economy has changed since the period leading up to the 2008 financial crisis. There is much to learn about this cycle because it is soon to be the longest since 1854. That means the economy will look much different in the year before the next recession than it…CONTINUE READING

Are Americans In Good Financial Shape?

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One of the biggest stories in personal finance in May came from the 2017 Report on the Economic Well-Being of Households from the Fed. The report has over 60 pages of interesting data points which mostly includes stats on the personal finance of Americans, but also touches on the opioid…CONTINUE READING

Myths & Facts: Fundamental Investing

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In this article we will review a couple of dynamic changes in the market and one myth which needs to be busted. One of the most important questions on Wall Street is if correlated metrics have a causal relationship. Even when relationships have been correlated for years, that doesn’t mean…CONTINUE READING

US Economic Growth Pushes Yields Higher

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The biggest trend in markets is the US economy’s outperformance over emerging markets and other developed economies. The data keeps adding up and expanding into a pervasive trend. Japan was added to the list of economies with tepid economic growth which fell to -0.2% in Q1, down from +0.6% in…CONTINUE READING

Home Renters Highest Since 1965

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There are two ways to look at the charts from Pew Research which shows the percentage of household heads who rent their home. The first is to say the percentage is going back to historical norms so there’s not much of a reason to worry. The second is to say…CONTINUE READING

Economy Not Working For Millennials

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The economic expansion from 2009-2018 hasn’t been helping most millennials because the biggest benefits have been gained by those who own assets like stocks. Without asset price improvements, this recovery hasn’t been great as the employment to population ratio has improved, but wage growth has been mediocre. The catastrophe that…CONTINUE READING

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