Global Synchronized Boom
While some commentators (like Grantham and Allmon) are descively bearish, other observers have a much more upbeat viewpoint. Dr. Ed...
Market Cap as a % of GDP
Here’s a brutal quote from Charles Allmon of the Growth Stock Outlook. I haven’t fisked the numbers, but my gut reaction is...
The Fund Manager’s Dilemma
Pity the poor fund manager: Their job is to invest according to their “style box.” Their difficulties come when their stylistic...
Chart of the Week: Augmented Unemployment Rate
The Augmented Unemployment Rate reflects the discouraged, the underemployed, the part timers. It provides a more helpful macro view of...
Born Lucky, Live Long?
The Washington Post reports today that a Dutch study has found: “People who happen to be born in good economic times live longer...
The Fund Manager’s Dilemma?
I’ve referenced Jeremy Grantham in the past. In Q3 ’03, Grantham stated that we are now experiencing “The Greatest...
Augmented Unemployment Rate
Total non-farm payroll employment, on a seasonally adjusted basis, was 130.1 million last month — virtually unchanged. These...
Let’s play “Surprise the Economists!”
Here’s some of the responses from various Economists, via WSJ: “The payroll gain of 1,000 jobs is “quite shocking. …...
Payroll improvement: 1000 Jobs
Yes, you read that right: The mighty American economy created no new jobs in December. The actual number — 1,000 — is...