America's Economic Future – A Discussion By Ted Kavadas
Lately there have been a variety of opinions and articles stating that the decline of the U.S. Dollar is either not something to be (unduly) concerned about, or even that such a falling U.S. Dollar will be beneficial. The logic behind these opinions is various. One, that is particularly notable, is that the U.S. Dollar …
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 …
On January 10 I wrote, on the Seeking Alpha site, an article titled “10 ‘Front and Center’ Problem Areas That Pose a Threat to the Economy.” I would like to briefly update my thoughts on these “Problem Areas” as I continue to believe they are very important. Three factors of the ten seem to be …
One of the more interesting facets of our current economic situation is that a case can be made that the economy is in a recovery (or expansion), recession, or depression. This observation is supported by a number of factors, including that of a Gallup poll released yesterday. The poll is titled “More Than Half Still Say …
Here is an update on various indicators that are supposed to predict and/or depict economic activity: The April Chicago Fed National Activity Index (CFNAI)(pdf) updated as of April 28, 2011: – The Consumer Metrics Institute Contraction Watch: – The USA TODAY/IHS Global Insight Economic Outlook Index: An excerpt from the March 23 Press Release, titled “Economic index …
Yesterday, Ben Bernanke gave his scheduled Press Conference. While there were few, if any, disclosures that would be considered “new,” I did feel as if many of his comments were notable. While I could comment extensively upon his remarks of yesterday – as I partially or fully disagree with many of them – I will …
The reasons behind Gold’s (as well as Silver’s) price movements is always complex. There are a lot of factors involved. Back on September 22, 2010, I wrote a blog post (on another site) titled “What is Gold ‘Telling Us’”? I have reprinted it below, as I think that it is important to recognize the potential …
In various past posts I have written of the challenges businesses face in pricing, given today’s economic environment. One aspect that I mentioned in the December 16 post was how the PPI (Producer Price Index) growth was significantly outpacing that of the CPI. Since that December 16 post, this PPI-CPI growth rate issue has been exacerbated. …
I’ve recently read the book Toward a Truly Free Market by John Médaille, a book that largely expounds on the economic concept of (Neo)Distributism. I would like to preface my comments about the book with the following three points: First, although I agree with various facets of Distributism – as it is presented it in the …
One factor that makes this unemployment situation so atypical, relative to past recoveries, is that while revenues, and particularly profits, have rebounded strongly, hiring has been (at best) anemic. This is illustrated in the following chart, seen in the ContraryInvestor.com commentary of April 12: – One is led to wonder when hiring will accelerate at …