By Bud Conrad Chief Economist, The Casey Report - Casey Research As investors, the question we have to focus most of our attention on just now is what impact the credit crisis, the bursting housing bubble and the actions of the U.S. government will have on the economy and investment markets in the next...
This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
This week's Outside the Box is going to be a little different. I am going to write about the extraordinary action by the NY Fed to foster the Bear Stearns deal with JP Morgan, and give you three brief notes from Michael Lewitt of Harch Capital Management and Bob Eisenbeis (former executive vice-president...
Dear Readers, It's getting to the point where even the most determined optimist is having a hard time finding a good reason to roll out of bed. Among just the smattering of news that crossed the lens this week... Producer prices rose 7.4 percent in January from a year ago, coming on the heels of...