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Category: Blog

Real Returns Are Most Important

What’s the stock market, economy, society, and future all about? It is universally about “people.” The renowned fund manager, Peter Lynch, espoused investing in companies producing goods and services that an individual purchases for themselves. I’ve observed, those investing capital and keeping their pulse on human needs, wants, and activities, over the long-term are rewarded

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Job’s Report Reversal or not?

You decide! Today’s jobs announcement as reported by the Establishment Survey (CES) suggests a stark slowdown in new hiring compared to the average trend. Conversely, the Household Survey (CPS) seems to argue a continuum of the job growth story. Unquestionably, the overall employment expansion was stymied from the Government Shutdown. Also, I suspect C-Suite decision

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Retail sales declined significantly in December. Is recession looming?

Retail sales fell -1.2% last month, the worst December of the economic expansion, online sales declined by -3.9%. CNBC, MarketWatch, Reuters, WSJ, NYT, and forecasters inferred and inked grim warnings about the contraction in consumer spending. I decided to take a closer look. Historically, when there’s palpable fear in the air, consumers tighten their belts.

read more Retail sales declined significantly in December. Is recession looming?
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