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2012 global slowdown

2015 Caused An Earnings Rift, Too

By |2016-04-19T12:32:02-04:00April 19th, 2016|Economy, Markets, Stocks|

As the major stock indices overtake or threaten psychological round numbers again (S&P 500 2,100; DJIA 18,000), they have done so with the same problem as occurred in 2015. Stocks have been overvalued for some time in historical comparison especially after QE3 and QE4, but it was supposed to be in anticipation of the full recovery that QE would make. [...]

It Depends On Where You Start

By |2015-01-06T15:54:18-05:00January 6th, 2015|Economy, Federal Reserve/Monetary Policy, Markets|

It may be progress in some sense, but we have apparently shifted beyond the “unexpected” stages of the economy. Disappointing data, as with the crude oil collapse, is now being termed “temporary.” That was the case with almost all the data this week, including factory orders, all of which was disappointing and thus “temporary.” But with domestic demand picking up, [...]

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