The asterisk is because obviously there will be a recession one day the trick is to have an idea of when it could start. For me to run down the street naked, something I haven’t done since high school, a recession has to start in the next six months. Why all the confidence? Well aside […]
This author has yet to write their bio.Meanwhile lets just say that we are proud Dave contributed a whooping 152 entries.
Entries by Dave
If you read much on the business cycle then you have probably heard that “employment is a lagging indicator”. We have read and heard it from the mouths of pundits on TV, economists on TV and in print, and in research reports. But as with anything just because a lot of people say something doesn’t […]
As of late we have been seeing the following chart pop up all over our Twitter feed as well as in our inbox. You don’t even have to look very closely to see that over the past 20-Years the ISM Manufacturing Index and the year over year change in the SP500 have been highly correlated. […]
With only a few weeks left in 2015 it would be a fair statement to say that there has been a lot of troubles in the asset management business. US Stocks are flat, bonds are flat, foreign stocks are down, commodities are down, junk bonds are down, and gold is down. Here is a year […]
You have to decide what your goal is. Do you want to make money, sound smart, get on TV, etc? It sounds simple but the reality is that many investors get it very wrong. They think they are investing to make money but in reality they just try and impose their view on the market. […]