Urban Carmel

Archive

07/07/2017 July Macro Update: Recession Risk Remains Low Article
06/26/2017 This Is What a Bubble Looks Like: Japan 1989 Edition Article
06/06/2017 Today Is Not Just Like 1987 Article
05/24/2017 The Worry About Indexing Is Overblown Article
05/05/2017 May Macro Update: Two Watch Outs Are Retail Sales and Employment Growth Article
05/02/2017 May US Market Outlook – Trend, Breadth, Sentiment, and Macro Article
04/07/2017 April Macro Update: Employment Growth Continues to Decelerate Article
03/31/2017 Frothy Sentiment Setting Up for “Final Wave” Insider, Newshour
03/23/2017 A Big Tailwind for the Stock Market Has Now Dissipated Article
03/21/2017 Households' Equity Ownership Reaches 30% - It's Statistical Noise Article
03/13/2017 March Macro Update: Housing Sales and Starts Rebound Article
03/06/2017 The Similarities (and Key Differences) Between 2017 and 2013 So Far Article
02/15/2017 Sales and Earnings Back At Highs, But So Are Valuations Article
01/06/2017 January Macro Update: Wage Growth at New High Article
12/14/2016 Global Fund Managers Are Bullish Again Article
12/05/2016 December Macro Update: Employment Growth Is Decelerating Article
11/28/2016 Technology, Not Trade or Regulations, Killed Manufacturing in America Article
11/21/2016 US Presidents and Recessions – What Can We Learn? Article
11/18/2016 Small Caps Impulse Into a New All-Time High Article
11/16/2016 Will Trump Cause a US Debt Crisis? Insider, Newshour
11/14/2016 Demographics: The Boomers Have Already Been Overtaken by the Millennials Article
11/11/2016 Copper Prices and the Global Economy Article
11/04/2016 November Macro Update: Wage Growth Accelerates, But Some Signs of Weakness... Article
10/10/2016 October Macro Update: Solid Wage Growth But Housing Construction Flattening Article
09/22/2016 Urban Carmel: Market in the Fifth and Final Wave Insider, Newshour
09/06/2016 September Macro Update: Imminent Recession Unlikely Article
08/10/2016 Be on Alert for a Pop Higher in Volatility Article
07/21/2016 Fund Managers at Highest Cash Levels in 14 Years Article
05/09/2016 May Macro Update: Some Signs of Slowing Growth Article
04/26/2016 Sell in May and Buy Back Higher in November Article

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