Summary: Investment commentary these days overflows with mentions of bubbles. The concept is vital to understanding our economy yet encrusted with myths in the minds of most investors. This post cuts through those to the known history and theory of bubbles. As usual with economics, this gives us clues about the future – but only …
Playing The Bubble Game: Investing In The 21st Century Read More »
Summary: For the past year I’ve warned that the economy is slowing. For the past three months I’ve warned that a recession is coming. Now let’s consider the likely effects, and how you can prepare. The odds of a stock market crash are high. Are you at or near ground zero, to be hurt by …
Effects Of The Coming Market Crash On The Economy – And Perhaps On You Read More »
Summary: It’s time to prepare for a possible recession in 2016. The manufacturing slump continues to deepen. A toxic combo: high inventories in November and weak retail sales in December. In February this expansion will tie for the 3rd longest expansion. {2nd of 2 posts today.} The Atlanta Fed’s GDPnow model just lowered its est …
The Government Has A Clip Full Of Ammo To Fight The Next Recession Read More »
Today the Bureau of Labor Statistics released the December jobs report, among the most important of the economic numbers. It is timely and describes one of the core engines of US growth. It tells us much about the US economy’s strength (growing or fading) and about wages — affecting inflation and interest rates, corporate profits …
Summary:Â The recent decline in US stock prices reflects rising worries about a recession this year. Should you worry? What do economists expect? What indicators should you watch in the river of data flowing by every day? How can you prepare for a possible recession? For answers to these questions see my first article at …
How To Spot A 2016 Recession On The Horizon, And Prepare For It Read More »
