Archives for March, 2019

  1. March 25, 2019

    (Earnings Recessions, Inverted Yield Curves, and Economic Recessions)   Every few years I repurpose some old themes and remind our readers that, although past performance is not always indicative of future performance, cycles do repeat themselves.  Through 2015 and much… More >>

  2. March 18, 2019

      In most developed countries, an important public utility like power or water is always available with the flip of a switch or the turn of a knob.  As consumers, we have grown so dependent on these reliable services that we hardly think about how they work.  The… More >>

  3. March 11, 2019

      The latest Employment Situations report from the Bureau of Labor Statistics (BLS) on Friday, March 8, 2019, suggested the economy is in the midst of a massive cooling down. The United States economy added a mere 20,000 jobs versus the 181,000 that economists were… More >>

  4. March 4, 2019

      One of the most astonishing economic miracles I have seen in my 30-plus years of professional investing is the possibility of our economy receiving a second wind. That’s right! Considering the length of this economic recovery compared to past recoveries, this… More >>