Then & Now
Over the past 3½ years markets crawled higher, we have watched the gradual but steady build up of bullish expectations. You can see it...
Thomas’s Ham & Eggery Guide to Inflation
Last week saw a hefty spike in interest rates. In particular, the 10 Year Bond got slammed, as rates climbed to 4.684%, levels not seen...
Do Amercians Support a Gas Tax?
Here’s something that is a bit of a surprise: While most Americans are overwhelmingly opposed to a higher federal gasoline tax,...
Home Foreclosure Surge
Final post of today’s Real Estate marathon: "LAST WEEK, RealtyTrac published its January U.S. Foreclosure Report. According to...
Fed: Stagnant Net Worth for Typical US Family
Every 3 years, the Federal Reserve undertakes a massive survey of nearly 5,000 US families. The interview process is comprehensive,...
Health Spending Likely to Outpace Economy’s Growth
Following yesterday’s inflation posts, here’s a decidely non-food, non-energy source of inflation: Health care: "While...
CPI reveals that except for everything going up in price, there...
Original: "Consumer prices surged last month on higher energy and food costs but underlying price pressures remained largely...
Anticipating Consumer Slow Downs
On Wednesday, we noted that the consumer had become increasingly leveraged. Yesterday, we looked at the relationship between consumer...
Consumer Spending Slowdowns and Bear Markets
Yesterday (via Doug Kass), I noted that the Consumer had grown increasingly levered. Why is this so important? Because of the...