Follow
____________________________
Monthly Archives: November 2021
ECRI: the consumers that drive 70% of economy are in trouble
According to economic forecaster Lakshman Achuthan, Wall Street is ignoring a striking consumer spending slowdown that will translate into an underwhelming holiday season. “There’s still this narrative that the rebound is there,” the Economic Cycle Research Institute co-founder told CNBC’s … Continue reading
Posted in Main Page
Comments Off on ECRI: the consumers that drive 70% of economy are in trouble
Grantham on max (misplaced) Fed-faith
The shares of world-leading companies with incredible products still commonly end up devastating as investments when bought at euphoric prices. Investors’ faith in the Federal Reserve has become so unshakable that not even the highest inflation in three decades is … Continue reading
Posted in Main Page
Comments Off on Grantham on max (misplaced) Fed-faith
We are here👇
Facts exist whether we choose to acknowledge them or not. The chart below, courtesy of John Hussman, shows the current S&P 500 price as a ratio of historically reliable valuation measures (bottom x-axis) and actual subsequent S&P 500 12-year total … Continue reading
Posted in Main Page
Comments Off on We are here👇
;
