Historical Archives

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Guess The Last Country Which Still Has Positive Real Interest Rates------Russia!

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A Striking Chart

  The Economy and the Stock Market As long time readers know, we are always paying close attention to the manufacturing sector, which is far more important to the US economy than is generally believed. In terms of gross output it is the largest sector of the economy, and it should of course be obvious […]

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More Data For The ‘Data Dependent’ Fed To Ignore

The University of Michigan released its September update for their surveys of consumers. The overall index of consumer “sentiment” was unchanged from August at 89.8, and up just 3% from last September. This “confidence” index peaked in January 2015 at 98.1 and has been sideways to lower ever since. Most of the internals were practically...

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Weekend Reading: Volatility Returns With A Vengence

Ironically, last week I titled last week’s reading list “Market Stasis” with respect to the 43-days of sideways market action with relatively minor price fluctuations. That publication marked the respective...

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Second Half Rebound-----MIA Again!

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Why the Fed Destroyed the Market Economy

Swing voters are a fickle bunch.  One election they vote Democrat.  The next they vote Republican. For they have no particular ideology or political philosophy to base their judgement upon.  They don’t give a rip about questions of small government … Continue reading

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Stagflation Alert: Core CPI Highest Since Lehman---Rent, Healthcare Soar

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88% Probability We Just Entered Recession & The Broken Monetary Mechanism That Got Us Here

My last piece “The Matrix Exposed” generated a bit of a stir.  And as per usual the PhD’s had some fairly colourful things to say to me regarding the notion that more money and more credit may actually stall an economy.  But look I’m not trying to be offensive to anyone.  I’m simply making a case that when consumer credit … Continue reading 88% Probability We Just Entered Recession & The Broken Monetary Mechanism That Got Us Here

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The Feel Of Recession

For the fifteenth consecutive month dating back to November 2014, the US CPI remained less than 1.5%. While this was supposed to be the year where “transitory” effects of oil prices as well as “other” factors dissipated, only in January has the full CPI been above 1.1%. Much like the PCE Deflator, the Fed’s preferred...

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Chart of the Day: 5.2% Household Income Gain Vs. Reality

The US Census Bureau said yesterday that annual household income rose 5.2% in 2015. Compare that with the gain in BLS reported average weekly earnings through August 2016. If median household income really rose as fast as the government said, the only way that could be is if household size increased. More adult children moved…

The post Chart of the Day – 5.2% Household Income Gain Vs. Reality was originally published at The Wall Street Examiner. Follow the money!

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