NFIB Small Business Optimism – November 2025

The November 2025 NFIB Small Business Optimism report was released today, December 9, 2025. The Index of Small Business Optimism increased by .8 points to 99.0. Here is an excerpt that I find particularly notable (but don’t necessarily agree with): The NFIB Small Business Optimism Index rose 0.8 points in November to 99.0 and remained above its …

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Building Financial Danger – December 8, 2025 Update

My overall analysis indicates a continuing elevated and growing level of financial danger which contains many worldwide and U.S.-specific “stresses” of a very complex nature. I have written numerous posts on this site concerning both ongoing and recent “negative developments.”  These developments, as well as other exceedingly problematical conditions, have presented a highly perilous economic environment …

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Long-Term Charts Of U.S. Equity Indexes As Of December 1, 2025

StockCharts.com maintains long-term historical charts of various major stock market indices, interest rates, currencies, commodities, and economic indicators. As a long-term reference, below are charts depicting various stock market indices for the dates shown.  All charts are depicted on a monthly basis using a LOG scale. (click on charts to enlarge images)(charts courtesy of StockCharts.com) The …

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U.S. Dollar Decline – December 1, 2025 Update

U.S. Dollar weakness is a foremost concern of mine.  As such, I have extensively written about it, including commentary on the “A Substantial U.S. Dollar Decline And Consequences” page.  I am very concerned that the actions being taken to “improve” our economic situation will dramatically weaken the Dollar.  Should the Dollar substantially decline from here, as I expect, …

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Problems Within The U.S. Economic Situation – December 1, 2025

Various surveys, economic growth projections, and market risk indicators indicate sustained economic growth and financial stability for the foreseeable future. However, there are various indications – many of which have been discussed on this site – that this very widely-held consensus is in many ways incorrect.  There are many exceedingly problematical financial conditions that have existed prior …

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House Prices Reference Chart

As a reference for long-term house price index trends, below is a chart, updated with the most current data (through September 2025) from the CalculatedRisk blog post of November 25, 2025 titled “Case-Shiller : National House Price Index…“: _________ I post various indicators and indices because I believe they should be carefully monitored.  However, as …

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Consumer Confidence Surveys – As Of November 25, 2025

Advisor Perspectives had a post of November 25, 2025 (“Two Measures of Consumer Attitudes: November 2025“) that displays the latest Conference Board Consumer Confidence and University of Michigan Consumer Sentiment Index charts.  They are presented below: (click on charts to enlarge images) – – While I don’t believe that confidence surveys should be overemphasized, I find …

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Money Supply Charts Through October 2025

For reference purposes, below are two sets of charts depicting growth in the money supply. The first shows the M1, defined in FRED as the following: Before May 2020, M1 consists of (1) currency outside the U.S. Treasury, Federal Reserve Banks, and the vaults of depository institutions; (2) demand deposits at commercial banks (excluding those …

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