America's Economic Future – A Discussion By Ted Kavadas
In the March 9, 2012 post (“Charts of Equities’ Performance Since March 9, 2009 And January 1, 1980“) I highlighted two charts for reference purposes. Below are those two charts, updated through yesterday’s closing price. The first is a daily chart of the S&P500 (shown in green), as well as five prominent (AAPL, IBM, WFM, SBUX, …
U.S. Dollar weakness is a foremost concern of mine. As such, I have extensively written about it. 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, the negative consequences will far outweigh any benefits. The negative impact of a substantial …
As I stated in my July 12, 2010 post (“ECRI WLI Growth History“): For a variety of reasons, I am not as enamored with ECRI’s WLI and WLI Growth measures as many are. However, I do think the measures are important and deserve close monitoring and scrutiny. The movement of the ECRI WLI and WLI, …
Doug Short had a blog post of January 31 (“Michigan Consumer Sentiment: Little Changed“) in which he presents the latest Conference Board Consumer Confidence and Thomson/Reuters University of Michigan Consumer Sentiment Index charts. They are presented below: (click on charts to enlarge images) – – There are a few aspects of the above charts that I find …
For reference purposes, below is a chart from Doug Short depicting Real GDP, with a trendline, as depicted: _____ The Special Note summarizes my overall thoughts about our economic situation SPX at 1775.49 as this post is written
I have written many posts concerning asset bubbles as my analyses indicate that: many immensely large asset bubbles currently exist today’s asset bubbles are exceedingly complex in nature asset bubbles are largely misunderstood asset bubbles pose an immense threat to the financial system their future resolution is profoundly problematical Of course, asset bubbles are often …
Here are three charts from the St. Louis Fed depicting the velocity of money in terms of the MZM, M1 and M2 money supply measures. All charts reflect quarterly data through the fourth quarter of 2013, and were last updated as of January 30, 2014. As one can see, two of the three measures are at all-time …
On March 28, 2011 I wrote a post (“The STLFSI“) about the St. Louis Fed’s Financial Stress Index (STLFSI) which is supposed to measure stress in the financial system. For reference purposes, the most recent chart is seen below. This chart was last updated on January 30, incorporating data from December 31,1993 to January 24, …
I found President Obama’s State of the Union Address (transcript from the Wall Street Journal) last night to contain some noteworthy comments. While I could comment extensively on many parts of the speech, for now I will indicate excerpts that I found most relevant with regard to the economic situation, and may comment upon them at a future …
As a reference for long-term house price index trends, below is a chart, updated with the most current data (through November, except for the Case-Shiller National Index, which is through September), from the CalculatedRisk blog post of January 28 titled “Comment on House Prices: Real Prices, Price-to-Rent Ratio, Cities” : (click on chart to enlarge …