Market Observations on the Economy

Charles Bolin's picture
Charles Bolin
05/25/2016 - 16:43
This article is a supplement to a podcast for Financial Sense and provides an update to my outlook for the markets based on the Investment Model that I described in Seeking Alpha last month. The model consists of 37 Indicators and about 100 sub-...
FS Staff's picture
FS Staff
05/25/2016 - 12:29
What do escorts and McDonald’s have in common? Both are responding to the end of economic growth, says Andrew Zatlin of Moneyball Economics. When times get tough and people are less willing to part with their money, businesses get creative. Zatlin...
FS Staff's picture
FS Staff
05/23/2016 - 18:26
New data on delinquency rates for commercial and industrial loans for the first quarter of 2016 has just been released and shows a surge heading into this year, after steadily rising throughout 2015. Based on forward-looking data, delinquencies may...
FS Staff's picture
FS Staff
05/20/2016 - 10:55
In a recent interview with Financial Sense, retail expert Howard Davidowitz called the widely-read report "absolutely crazy, because there’s no way those chains can return to their former numbers.” The massive store closings underway right now and...
FS Staff's picture
FS Staff
05/19/2016 - 13:24
After an almost sixty-year long debt binge, expectations for above average economic growth or double-digit investment returns in the stock market aren’t realistic. Jim Puplava, Chief Investment Strategist at PFS Group and founder of Financial Sense...
FS Staff's picture
FS Staff
05/17/2016 - 16:46
Real Time Macroeconomics aggregates "economically intuitive online data using computer code to create indicators that are helpful to economists, policymakers, and financial market participants." One such indicator they provide is New US Monthly Job...
Andrew Zatlin's picture
Andrew Zatlin
05/17/2016 - 08:07
For most American households, everything is fine. But for more and more households, things are not so good. The industrial sector’s recession has spread and it’s getting more impactful. That’s one leak. Another is that income growth is slowing.
FS Staff's picture
FS Staff
05/11/2016 - 10:47
There are four key issues that are having an impact on baby boomer retirement in ways that are catching many retirees off guard. They are are longer lifespans, growing medical expenses, financial repression or low/negative interest rates, and...
Sheraz Mian's picture
Sheraz Mian
05/11/2016 - 08:08
While it’s hard to make much sense of the market’s day-to-day movements at present, there is no such issue with what is expected to happen to Disney (DIS) and Macy’s (M) shares in today’s session. They both missed the mark in...
Sober Look's picture
Sober Look
05/09/2016 - 08:22
When appearing before their political masters, central bankers, invariably, urge them to adopt an expansionary fiscal policy. Ben Bernanke and now his successor, Janet Yellen, have pleaded with Congress to adopt a more stimulative fiscal policy...