The Bureau of Labor Statistics weighs in on the now thoroughly discredited Payroll vs. Household Survey pseudo-controversy. Economists...
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Consistent job losses began in 2001; They only ended after a massive stimulus package of tax cuts, deficit spending, interest rate cuts,...
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There is a new article by Eliot Spitzer, titled “Bull Run” at TNR.com If someone with a subcription would email it to me, it...
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I was floored to see this chart in a WSJ Op/Ed by Harvard Prof Robert Barro. It purports to argue (once again) for the household versus...
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“When push comes to shove, the investment community doesn’t seem wild about either candidate. It’s a bit like shopping...
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I will be appearing on Wall $treet Week, discussing the Magazine Cover Indicator, what the signal means, and how to apply it. Regular...
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This is another chart to put in your “Structural changes?” file . . . Source: Economic Policy Institute It simply...
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With all the mayhem of the past few weeks, several Fed speeches got overlooked. The one I found most intriguing was not from Big Al;...
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After making an intermediate high on January 26th, the markets’ corrective process has now been underway for more than six weeks....
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The Presidential election cycle tends to see markets bottom in the 2nd year of a Presidency, and peak in the 4th. It held true in 2002,...
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