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18 Months Of Constant Recession Calls And No Recession……

We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong

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Employment Demand Reaches New High

Not a very recessionary signal…..

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Why Markets Don’t “Predict”…..Recession Fears Turn On A Dime

We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing

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Housing and GDP

Dodd/Frank has caused the distortions we see in the housing market. 

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1995 Redux?? (updated)

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Market Trading 10yr . vs Inflation Expectations

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S&P Intrinsic Value Index Update

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Jobless Claims vs Household Employment Hit Record Low

Last month the media said rising rates were going to cause a recession. This month rates are falling and they say that is predicting a recession.  No wonder people are confused and worried. Which is it? Neither…..

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Lean’s Impact on Productivity Being Missed

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Capital Leaving China….

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Insider Buying

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The Employment Demand Index

Still in a sharp uptrend….signals no recession in sight

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Job Openings, Chemical Activity & The S&P

Markets do not predict recessions, data does. The data remains positive...

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S&P 500 Value Investor Index Update

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Employment & Vehicle Sales Holding, Chemical Activity Barometer & Temp Help Rising

Encouraging data points just keep coming out