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financial investment

Realistic Economic Context

By |2014-08-04T15:01:47-04:00August 4th, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

Following up on the payroll disparities that were updated on Friday, it is still difficult to be confident that the economy is on any kind of solid ground. For starters, though the Establishment Survey shows 4.4 million new jobs in the 21 months since October 2012, for an average of 207k per month, the companion Household Survey is only at [...]

IBM Extends Slump, Cheers Analysts

By |2014-07-18T11:23:07-04:00July 18th, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

The speed at which standards for judgment and analysis have eroded has been slow enough over the past few years as to be nearly imperceptible. There is, of course, a tremendous difference between a company analyst and a macro observer, but that does not necessarily and directly lead to special divergences. In fact, most of the time one flows into [...]

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