Economy
The Economy’s Growing Inventory Problem
There are many components to America's GDP, the most important measure of economic health. These components include: 1.) Personal consumption which includes both goods ……Read More
Business
Markets
The Federal Reserve’s Treasury Dilemma
While everyone focuses on whether the Federal Reserve will raise interest rates again in 2016, one aspect of the Fed's actions are being pretty much ……Read More
Economy
The Credit-to-GDP Gap and What it Means for the World’s Economy
Hidden away on page 33 of the Bank of International Settlements (BIS) Quarterly Review from September 2015 we find this interesting table: While I realize ……Read More
Economy
America’s Real Unemployment Story
Let's open this posting with Donald Trump on unemployment from 2013, prior to his run for President: While Trump's recent claim that unemployment was as ……Read More
Markets
Saudi-Iran Dispute Won’t Cause Lasting Oil Price Rally
Oil prices jumped on the first trading day of 2016 as Middle East tension outweighed a selloff in financial markets around the world. Oil markets ……Read More
Markets
The Q Ratio and Stock Market Valuations
Way back in June, I posted a brief article on Tobin's Q, a measure that gives us a good idea of whether stock market valuations ……Read More