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Productivity Revised Up
Inflation· · 2 min read ·Members

Productivity Revised Up

The stock market marked time again today with the S&P 500 remaining around 4550. The 10-year Treasury bond yield continued…

Better Bull Breadth?
Bull Market· · 2 min read ·Members

Better Bull Breadth?

The latest bull market started on October 12, 2022. Its detractors have been saying that it may not be the real thing.…

S&P 500 Earnings Climbing Higher
S&P 500 Earnings· · 2 min read

S&P 500 Earnings Climbing Higher

S&P 500 earnings per share are heading up according to industry analysts. We agree. There was lots of pessimism over…

Inflation Cooling
Inflation· · 2 min read ·Members

Inflation Cooling

Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED services excluding…

Beige Book Paints Beige Economic Picture
Bond Market· · 2 min read

Beige Book Paints Beige Economic Picture

The bond market liked today's Beige Book, the collection of regional surveys of economic activity conducted by each of the…

Dr Ed's Video Webcast 11/29/23
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 11/29/23

Our Roaring 2020s outlook for this decade centers on the idea that technological innovations such as the so-called BRAIN technologies will be…

Loose Fed Lips Sink Yields
Fed· · 2 min read ·Members

Loose Fed Lips Sink Yields

Not much happened in the stock market today even though the 10-year bond yield fell to 4.34% from a high of…

China: The World's Largest Nursing Home
China· · 2 min read

China: The World's Largest Nursing Home

China’s economy is in a property-led and fertility-led depression. That’s bad news for China’s people and for the Chinese…