The latest batch of economic from China featured a little something for everyone. For those thinking about a second half rebound, retail sales gained nearly 10% in June. It was the first time near to double digits since March 2018. At the other end of the spectrum, Real GDP rose just 6.2% year-over-year in the […]
A couple market lessons from history perhaps worth considering for both bulls and bears. I’m an analytical soul. Data and facts matter to me. But clearly they don’t blend well in our […]
In the case of housing finance post 2008, the FOMC’s policies failed and they’re still failing.
Loan growth is red hot. And it’s all based on speculation. But lenders act as if there’s no risk in all these new loans. Here’s…
Since the battle is for the legitimacy of the state, it must be waged at least partially in the open.Speculations by outsiders must give Deep State insiders many opportunities to chuckle, “if only they knew.” We don’t know, of course, and public l…
The joke is on Wall Street, investors, and yes, the Fed itself. But you will be prepared to take advantage because you read this report.…
Investors have a choice to make. Take the blue pill and believe whatever you want to believe. You may choose to believe that markets never go down, but for a brief moment […]
We simply could not be at a more significant juncture in the stock market. Here’s why, and what to look for. Technical Trader subscribers, click…
Record stock prices don’t matter. Booming corporate Credit is no issue. June’s big gain in payrolls and a 3.7% unemployment rate are not part of the decision function.
I’m probably one of the few remaining people left raising red flags, but hey, I see what I see and some of it I share and what I see is a fragile […]