Manufacturing

New Risk Resistant Economy

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Recency bias is causing many investors and economists to believe we are in a new era of uncertainty because of the dot com bubble and the 2008 financial crisis. It’s like saying inflation would always stay high after the bout of inflation caused by monetary policy mistakes in the late…CONTINUE READING

July Employment Report: 2 Years of Job Growth Left?

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It’s easy to get dismayed by the headlines because the total job growth in July was 157,000, which missed estimates for 190,000 jobs created. Usually, these reports have details which conflict with the headlines. This one is no different as the fundamentals of the labor market remain strong. The best…CONTINUE READING