Post-Mortem On The 1Q GDP Report Recession, Even If Outside The Long-Held Definition So How Bad Are Things Going To Get? Have We Seen The Worst Of The "Credit Crisis"? Maybe It's Not As Bad As We Thought Stocks - Have We Seen The Bottom? Conclusions - What To Watch For Introduction When...
The Muddle Through Question Clowns to the Left of Me, Jokers to the Right of Me, Here I am Stuck in the Muddle Through Middle With You! A Soft Depression? Not. South Africa and Swiss Mountains A few weeks ago I asked for readers to send me questions and said I would try and answer them while I was in...
In the second installment of our special two day Outside the Box letter, we have good friend Greg Weldon's giving us his thoughts in his regular "Weldon's Money Monitor." Consumer expenditures account for approximately 2/3rds of U.S. GDP. A precursor to any underlying changes in consumer...
This week in Outside the Box, Van Hoisington and Dr. Lacy Hunt of Hoisington Management undertake an assiduous analysis of the economy, specifically quantifying the underlying impact of the real estate market on GDP growth through the follow-on adverse effects on consumer spending. As outlined in previous...
The Return of Muddle Through The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up after the Fed cuts. So naturally the stock market keeps climbing. But then, consumer spending came in strong, employment looks like it...
Introduction Clowns to the left of me, Jokers to the right, here I am Stuck in the middle with you! - Stealers Wheel, 1974 The recent data on the economy is stronger than was expected. Does this mean that the slowdown we have seen for the past few quarters is behind us? Other data suggests the economy...
Introduction With a new year just weeks away, investors are weighing expectations and asking questions about what lies ahead. Each year presents its own set of opportunities and challenges, especially in are ever-increasing global economy. Today's "Outside the Box" features a letter by...
Introduction "I don't know whether change will come with a bang or a whimper, whether sooner or later. But as things stand now, it is more likely than not that it will be a financial crisis rather than a policy foresight that will force change." - Paul Volker How long can the United States...