-
IN THIS ISSUE: 1. Retail Sales, Consumer Sentiment & Manufacturing Disappoint 2. US Economic Growth Continues to Disappoint Year After Year 3. 2015: Yet Another Disappointing Year For The Economy? 4. With ZIRP, Fed Is Out of Ammunition to Spur the Economy 5. Could the US Economy Already be in a Recession...
-
IN THIS ISSUE: 1. Wall Street Journal Survey of 63 Economic Forecasters 2. Wholesale Prices & Consumer Spending Turn Lower 3. Is the Surging US Dollar Good or Bad For the Economy? 4. How the Stronger Dollar Affects the US Economy 5. Strong Dollar is Driven by Increasing Foreign Devaluations 6. Soaring...
-
The Impact of Oil On US Growth Did the Fed Cause the Shale Bubble? Oil in 2015 What If We Just Need Fewer Jobs? Cincinnati, the Cayman Islands, and Florida Last week we started a series of letters on the topics I think we need to research in depth as we try to peer into the future and think about how...
-
The US Dollar has surged higher since the middle of this year. Yet most Americans pay little attention to the fluctuations in our currency, even though most of us get paid exclusively in dollars and spend exclusively in dollars. Since most of us don’t travel outside the country frequently and have...
-
Having taken Thomas Piketty to the cleaners a few weeks back (see “ Gave & Gave … and Hay ”), Charles Gave now redresses the balance with regard to the issue of economic inequality in today’s Outside the Box . He makes a forceful case that “poverty matters for capitalists”...
-
David Kotok, Chairman and Chief Investment Officer of Cumberland Advisors (and our host at "Camp Kotok" for the annual "Shadow Fed" fishing expedition), leads off today's Outside the Box by meticulously dissecting the roadkill that is our federal government's process for deciding...
-
In This Issue. * US equity markets hit new highs... * Dollar moves higher after positive economic data... * Brazil, Canada, UK, and the European central banks start their meetings... * China's leader gives his final report... And, Now, Today's Pfennig For Your Thoughts! Focus Still Remains on...
-
In This Issue. * FOMC decides to keep the presses running... * Growth in the US drops during the 4th quarter... * Mixed data keeps the euro steady... * RBNZ maintains a stable path... And, Now, Today's Pfennig For Your Thoughts! Chairman Bernanke keeps the money flowing... Good day. Chuck got out...
-
IN THIS ISSUE: 1. How Much Did the Economy Slow in the 4Q? 2. US Debt Crisis – I’ve Been Wrong For Years 3. BCA: Debt Supercycle Likely to End in 3-5 Years 4. Breakdown of the $16+ Trillion National Debt 5. The Debt-to-GDP Ratio & Why It Matters 6. Interest on the National Debt is a Growing...
-
Today’s OTB is not directly about the economy or investment, but rather about a key demographic shift that will certainly have a major effect on both. I have a somewhat different take on the shift than our author, my very-long-time friend Gary D. Halbert (founder of ProFutures and former business...
-
IN THIS ISSUE: 1. National Debt Tops Record $16 Trillion 2. Obama’s Downward Spiral For America 3. Does Obama Want the Economy to Improve? 4. US to Hit Debt Ceiling Limit in December Overview The US national debt topped $16 trillion last week, and it was almost as if no one paid attention. At the...
-
How Down Can Be Up If You Create the Rules The Fed to the Rescue? The Correlation Between Government Size and Growth Debt Be Not Proud Debt Overhangs: Past and Present Should the Fed Give Us QE3? Webinars, Chicago, Palo Alto, Atlanta, New York "In the financial markets, the current economic cycle...
-
.........But First, A Word From Our Sponsor.......... Foreign exchange for business - the way it should be Is your business among the many small-to-midsized businesses looking for a better alternative for sending or receiving international payments? Well, solution found. With EverBank, a proven global...
-
In This Issue. * Chuck interprets Bernanke's words * US data helps send the $ lower * Norway's fundamentals are second to none * RBA keeps Aussie rates high And, Now, Today's Pfennig For Your Thoughts! Ben leaves us guessing; Will he or won't he? Good day. How was everyone's Labor...
-
.........But First, A Word From Our Sponsor.......... There's no smarter way to buy gold or silver Ready to buy some gold? Or maybe even silver? You'd be wise to consider the NON FDIC-INSURED1 Metals Select SM Account from EverBank. It delivers everything you've been searching for-lower costs...