The idea of “Markets as Machines” is outdated and belied by actual events. “Markets as Gardens” is a more...
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Succinct Summations for the week ending April 7th, 2017 Positives: 1. ADP employment rose came in at 263k, well above the 170 expected....
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Click to track individual companies. Source: Wall Street Journal
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Succinct Summations for the week ending March 31st, 2017 Positives: 1. Corporate profits rose 22.3% y/o/y in the fourth quarter 2....
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Michael Batnick is the Director of Research at my firm. He created these two fantastic and insightful charts, which reveal some deep...
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This graph of the Dow’s performance since 1896 that charts the index’s peaks and troughs, reflecting a variety of economic triumphs...
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Succinct Summations for the week ending March 24th, 2017. Positives: 1. New home sales rose 6.1% to a 592 annualized rate. 2. Durable...
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Short answer: Not very much! This table, from Ben Carlson, is quite revealing: Source: Bloomberg View
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Ben Carlson is your must read of the morning The U.S. has gone from making up 15 percent of the global stock market to more than 50...
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Succinct Summations for the week ending March 17th, 2017 Positives: 1. Retail sales rose 0.1% m/o/m, despite weak auto sales. January...
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