Urban Carmel

Archive

05/25/2018 Separating an Innocuous Correction From the Start of a Sinister Bear Market Article
05/21/2018 Demographics: The US Working Age Population Is in its Prime Article
05/04/2018 May Macro Update: A Recession in 2018 Looks Increasingly Unlikely Article
03/15/2018 Inflation Expectations Running Too High, Says Urban Carmel Insider, Newshour
03/09/2018 March Macro Update: Nine Years Into the Recovery, Recession Risk Remains... Article
02/12/2018 Risk/Reward Heavily Biased Towards Near-Term Upside Article
02/07/2018 February Macro Update: Employee Compensation Rises to a 9-Year High Article
01/08/2018 January Macro Update: Home Sales, Retail Sales and Manufacturing Surge... Article
12/19/2017 What to Expect From Equities in 2018 Article
11/27/2017 The Flattening Yield Curve Is Not a Threat to US Equities Article
11/16/2017 Solid Sales Growth and Margins at New Highs Drive 3Q17 Results Article
11/10/2017 November Macro Update: Recession Risk Remains Low Article
10/23/2017 Using Time, Scaling and Inflation to Frame Data (and Mislead Readers) Article
10/06/2017 October Macro Update: Hurricanes End 83-Month Employment Expansion Article
09/05/2017 September Macro Update: Employment Growth Slows Further Article
08/25/2017 Urban Carmel: “No Reason to Suspect Bull Market Has Ended” Insider, Newshour
08/07/2017 August Macro Update: Slowing Growth in Employment and Consumption Article
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

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