Dec 2, 2019 |
Santa has a problem. It has everything to do with Christmas, China, the US Fed “filling the Gap” for Europe which is in negative interest rates, sales-killing snow storms, and the pending release of three days of employment data this week. In short,... Nov 30, 2019 |
Holiday weekend, but the ChartPack today is most instructive! Yes sir: No rest for the weary around here.We’ll hop to it, as soon as a few headlines roll by. Say, pass the leftover stuffing, would you?More for... Nov 29, 2019 |
Hey there, Big Spender. This is your day! (Or, is it?) Since this is a half-day in the markets and since nothing much in government is moving, why not spend some time on spending? Besides, we’re all sick-to-death of political BS. So how about we pencil-out a... Nov 28, 2019 |
If you don’t have enough to be thankful for this Thanksgiving…Be thankful THIS Market hasn’t fallen apart – yet: The usual caveats: The markets were “normed” in this view to January 1, 2000. Plus, this is our own Aggregate Index... Nov 27, 2019 |
Problem on the table this morning is “When to take the money and run?” Which we will muse on with an “indicators review.”Before that, a few general economic notes plus we have a slug of fresh economic indicators to consider as we head to the... Nov 26, 2019 |
Picture first: From the Cash-Shiller/S&P/ CoreLogic (and whoever else is in on it) report: MONTH-OVER-MONTH Before seasonal adjustment, the National Index posted a month-over-month increase of 0.1% in September. The 10-City Composite did not post any gains and the... Nov 26, 2019 |
Remember this above all else, this morning: The Right to Tax is the Right to Govern. And, so, as we read the Wall St. Journal story “Corporate Executives Try to Assess Potential Impact of Tax Change Proposals Companies are studying suggestions by the OECD... Nov 25, 2019 |
Since we haven’t been invited over to your place for Thanksgiving, we will be spending most of the day in the studio here working on the “time machine” project. A bit of “personal woo” on that in a second. Since you won’t have...
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