Ten Years Later—Did QE Work? by Stephan Luck and Tom Zimmerman Liberty Street Economics, May 08, 2019 By November...
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I have never been in the camp that believes Demographics drive everything. Harry Dent and others have long argued this is the primary...
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Succinct Summations for the week ending May 10th, 2019 Positives: 1. Uber manages to IPO without incident, despite lots of market...
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There was a fascinating Gallup survey last month about Americans’ optimism about their personal finances. Go read the whole thing;...
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Succinct Summations for the week ending May 3rd, 2019 Positives: 1. Unemployment rate fell from 3.8% to 3.6% in April. 2. Non-farm...
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What is this about? Is it guilty conscience, or something else? Source: New York Times
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Succinct Summations for the week ending April 26th, 2019 Positives: 1. S&P 500 & Nasdaq set new all time highs, as all of the Q4...
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This continues to act as a drag on global economy: A wave of disruptions is rocking the world trading system. Britain’s divorce from...
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This is an excellent explainer as to why economic data and the markets have such a low correlation: The stock market vs the...
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