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How Communication Services Has Fared Since Its Inception (September 2018)

December 12, 2022
 |  No Comments
 |  Market

View from the Observation Deck 1. For those who may not recall, the Telecommunications Sector was reconstituted within the S&P […]

A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic

December 7, 2022
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 |  Market

View from the Observation Deck 1. Today’s blog post features the total return performance figures for the major global stock […]

International Trade Oct 2022

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 |  Economy

The trade deficit in goods and services came in at $78.2 billion in October, smaller than the consensus expected $80.0 […]

ISM Non‐Manufacturing Index Nov 2022

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 |  Economy

The ISM Non-Manufacturing index increased to 56.5 in November, well above the consensus expected 53.5.  (Levels above 50 signal expansion; […]

A Plow Horse With Shin Splints

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 |  Economy

Our position on the economy has been that the US is headed for a recession, but we’re not quite there […]

US Economy and Credit Markets 4th Week Nov 2022

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 |  Market

Economy Snapshot 3rd Week Nov. 2022

December 3, 2022
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 |  Economy, Economy Snapshot

Employment Report Nov 2022

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 |  Economy

Nonfarm payrolls increased 263,000 in November, beating the consensus expected 200,000.  Payroll gains for September and October were revised down […]

How Defensive Sectors Have Fared During Periods Of Elevated Inflation

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 |  Market

View from the Observation Deck 1. Year-to-date through 11/30/22, the S&P 500 Index was down -13.12% on a total return […]

ISM Manufacturing Index Nov 2022

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 |  Economy

The ISM Manufacturing Index declined to 49.0 in November, lagging the consensus expected 49.7. (Levels higher than 50 signal expansion; […]

Personal Income and Consumption Oct 2022

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 |  Economy

Personal income rose 0.7% in October (+0.5% including revisions to prior months), beating the consensus expected +0.4%.  Personal consumption increased […]

3rd Quarter GDP

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 |  Economy

Real GDP growth in Q3 was revised higher to a 2.9% annual rate from a prior estimate of 2.6%, narrowly […]

S&P 500 Index Dividend Payout Profile

November 30, 2022
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 |  Market

View from the Observation Deck 1. Last week’s blog post on 11/22/22 (click here) discussed the potential for a flat […]

This Rally Shouldn’t Last

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 |  Economy

It’s that special time of the year, and we will all hear and read a great deal about Black Friday, […]

US Economy and Credit Markets 3rd Week Nov 2022

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 |  Market

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Yosuke Foley Yamada
Philosophist, Librarian, Environmental Specialist, Millionaire Investor/Trader
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