Economic Forecast January 2014: Slight Growth Deceleration
Our January 2013 Economic Forecast continues to show a growing economy – but growing at a slower rate than last month. Most portions of our economic model are expanding.  …
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Americans React To End Of Jobless Benefits: “I Just Don’t Know What To Do, Except Prayâ€
“It’s going to put my family and me out on the streets,” is a perspective shared by many of the 1.3 million Americans about to lose their emergency unemployment claims. …
Read More SP 500 And NDX Futures Daily Charts – VIX – A Warning On The Equity Market
It is the end of year, and the market volume is light, almost as light as the regulatory oversight. Stocks are drifting higher as the paint is lightly stroked across …
Read More We Won’t Be Fooled Again
Financial firm Calamos Asset Management (CLMS) has been a slight disappointment since we bought 277 shares on Oct. 26, 2012 for $10.80. We averaged down on 223 more shares @ …
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US Broad Money Supply Growth Slows
The US broad money supply expansion has slowed materially in the last few months, with the year-over-year growth now at the lowest level since mid 2011. Except for certain components …
Read More 5 Things To Ponder Going Into This Week: “It’s A Wrap”
As we slide into the last weekend of 2013, I read several articles this week that got me thinking about where the markets and economy are likely headed in 2014. …
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Is The Treasury Curve Artificially Steep?
The treasury yield curve remains quite steep by historical standards. Typically such steepness is driven by expectations of higher inflation in the future. But as discussed earlier, that is not …
Read More French Constitutional Court Approves 75% Tax On High Earners
Almost a year ago, the French constitutional court ruled against Francois Hollande’s triumphal blast into socialist wealth redistribution, with his proposed 75% tax rate on high earners, and so indefinitely …
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Pending Home Sales Index Suggests Slower December Existing Home Sales
The pending home sales index for November was released by the National Association of Realtors (NAR) today, and our analysis suggests that December existing home sales may be worse than …
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2013 Was Good To Joe Sixpack (Relatively) – The Impact Of 2013
One of my favorite responses to those who ask me how things are going is “that I am still aliveâ€. This is the way I feel about the economic events …
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