Marks on FAANGs
If you want to have a better understand why Howard Marks is considered one of the all time greats in investing, have a look at this...
Which U.S. States Have Recovered from Recession
Fascinating: The U.S. economy has finally regained its pre-recession levels of employment and Gross Domestic Product (GDP). What does...
Household Debt: A Note on Partial Scores
@TBPInvictus here: A recent column in the Washington Post – Consumer debt is at a record high. Haven’t we learned?...
Redefining Bull and Bear Markets
How to Know When We’re in a Bull or Bear Market Defining a market by percentage changes doesn’t offer the insight needed to...
Annual returns and intra-year declines
Here are two more favorite charts, via JP Morgan: Source: JP Morgan Chase
Stock Market & Expansions Since 1900
Last week, I mentioned my favorite chart book for the quarter is out, via JP Morgan. Here are two more interesting charts: ...
Big Four Economic Indicators
Does this look like we are on the verge of a recession . . . ? Source: Advisor Perspectives
Serious Mortgage Delinquencies Falling
The slow post-crisis recovery unobtrusively continues apace: Source: CoreLogic
Are Too Few Stocks Driving S&P 500?
click for ginormous chart Source: Dave Wilson, Bloomberg The general rap against this market is that its being driven by...
Watch U.S. Oil Drilling Collapse—and Rise Again
Click for the interactive graphic. Source: Bloomberg