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Fed History Suggests Rate Cut Coming

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Refining Inputs Still Below Historical Averages

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Employment Demand Reaches New High

Not a very recessionary signal…..

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Why Markets Don’t “Predict”…..Recession Fears Turn On A Dime

We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing

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Housing and GDP

Dodd/Frank has caused the distortions we see in the housing market. 

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1995 Redux?? (updated)

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“Davidson” on CVS

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Market Trading 10yr . vs Inflation Expectations

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S&P Intrinsic Value Index Update

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Jobless Claims vs Household Employment Hit Record Low

Last month the media said rising rates were going to cause a recession. This month rates are falling and they say that is predicting a recession.  No wonder people are confused and worried. Which is it? Neither…..

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Oil

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Lean’s Impact on Productivity Being Missed

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Capital Leaving China….

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Insider Buying

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The Employment Demand Index

Still in a sharp uptrend….signals no recession in sight