More Trouble Ahead
We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and […]
We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and […]
View from the Observation Deck 1. Year-to-date through 9/16/22, the S&P 500 Index was down 17.80% on a total return […]
Existing home sales declined 0.4% in August to a 4.800 million annual rate, beating the consensus expected 4.700 million. Sales […]
Housing starts increased 12.2% in August to a 1.575 million annual rate, easily beating the consensus expected 1.450 million. Starts […]
We know many people think we are beating a dead horse, but this horse is far from dead. Instead, she’s […]
Industrial production declined 0.2% in August (-0.3% including revisions to prior months), below the consensus expectation of no change. Utilities […]
View from the Observation Deck 1. Today’s blog post compares the performance of energy-related stocks to the broader market, as […]
Retail sales rose 0.3% in August (+0.1% including revisions to prior months). The consensus expected a decline of 0.1%. Retail […]
The Producer Price Index (PPI) declined 0.1% in August, matching consensus expectations. Producer prices are up 8.7% versus a year […]
The Producer Price Index (PPI) declined 0.1% in August, matching consensus expectations. Producer prices are up 8.7% versus a year […]
View from the Observation Deck 1. We update this post every few months so that investors can see which of […]