Recession Indicators
Dec
06
2019
Lagging From Behind?
As Yogi Berra might have quipped, it’s not just the leading indicators that are lagging… the lagging ones are, too.
Dec
06
2019
Are Stocks And The Economy Disconnected?
The consensus among market pundits is that a U.S. recession will be averted and, as a consequence, domestic stocks remain the best game in town.
Dec
06
2019
How Will It Be Remembered?
A way to gain perspective on the present is by trying to view it from the future. Ask yourself, “What are the signs of impending decline, now ignored by investors, that will one day be memorialized by the same investors as the most obvious in retrospect?”
Jul
04
2019
Slowdown Or Recession? Confidence Is Key
The pattern of sharp sell-offs followed by equally sharp rallies continued in June. Most risky assets recouped nearly all the losses suffered in May, and then some.