In a Real (But Uneven) Recovery: Where to Remain Cautious
Last week brought evidence that while the U.S. recovery is uneven, it’s happening. For investors, the big takeaway is to remain cautious on interest-rate sensitive assets. Russ explains. by Russ...
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Lance Roberts: “It’s Not Too Late To Change Our Future, But Eventually It...
by Lance Roberts of STA Wealth Management, This past Friday the Bureau of Labor Statistics released the November jobs report which sent the mainstream analysts and economists into an ecstatic state as...
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Jeffrey Saut: The One Percent
“The One Percent” by Jeffrey Saut, Chief Investment Strategist, Raymond James December 16, 2013 Just as the commandment “Thou shalt not kill” sets a clear limit in order to safeguard the value of human...
View ArticleHere Come the Wage and Price Controls
by Simon Black of Sovereign Man blog, Nearly four thousand years ago, King Hammurabi of Babylon laid out his eponymous “Hammurabi’s Code”, a series of laws that is still famous to this day. Most people...
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David Rosenberg: The Labour Market is Tighter Than You Think
The unemployment rate has fallen sharply from its recessionary peak, however, a large portion of this reflects a decline in the participation rate. In fact, many pundits (including several Fed...
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James Paulsen: Investment Outlook (June 19, 2014)
Initial Unemployment Claims Take on a New Interpretation!?! by James Paulsen, Chief Investment Strategist, Wells Capital Management For economists and investment managers there probably isn’t a more...
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James Paulsen: Investment Outlook (December 4, 2014)
Unemployment Rate Falling Much Faster Than Expected by James Paulsen, Chief Investment Strategist, Wells Capital Management December 4, 2014 The current recovery has been characterized by much slower...
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Here's What CEOs Said About the Economy This Week
Here's What CEOs Said About the Economy This Week by Scott Krisiloff, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and presentations as part of our investment...
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Bill Gross: Investment Outlook (May 2016)
Bill Gross: Investment Outlook (May 2016) by William H. Gross, Janus Capital Group A respected reporter recently asked me what were a few important things I had learned from all this and all of that...
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Yet Another Disconnect
Yet Another Disconnect by John Canally, Chief Economic Strategist, LPL Financial KEY TAKEAWAYS · The BLS recently released the Employment Situation for March, which showed mixed results. · In our view,...
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This Economic Flag Is Flying At Half Mast
by Jesse Felder, The Felder Report Robert Half is the largest staffing company in the country. It’s business and stock price are thus very good real time indicators of what’s going on in the broader...
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4 Things To Ponder
by Lance Roberts of STA Wealth Management, It has been a very interesting week as the Government shutdown/debt ceiling debate debacle moves into the background. The focus has now turned back towards...
View ArticleElliott's Paul Singer on America's "Insidious And Life Draining" Dependency...
Paul Singer's detailed discussion below of the"serious dysfunction" in the US employment markets is crucial to comprehending why the Fed is just making things worse. Via Elliott Management's Paul...
View ArticleRobert Shiller: "Is Economics a Science?"
by Robert J. Shiller, originally posted at Project Syndicate, I am one of the winners of this year’s Nobel Memorial Prize in Economic Sciences, which makes me acutely aware of criticism of the prize by...
View ArticleHow the Shutdown Caused an Information Fog
What happens when the departments that collect and publish economic information stop operating, as they have during the recent shutdown? Matt Tucker explores the repercussions for markets and...
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