Hussman’s latest: Are we there yet?
John Hussman's July market comment Are We There Yet? I have not read ole' Doc Hussman in years but I've had him linked at this site for many years and…
3 Comments
July 12, 2022
ISM & Payrolls
May ISM and Payrolls both positive Today the backward looking Payrolls report gets the headlines but this week saw another important economic report. One that probably contains more important information.…
Comments Off on ISM & Payrolls
June 3, 2022
Inflation hitting retailers hard
Target and Walmart hit hard with cost increases What good are increased sales when every unit of sales is subject to pressured margins? It's another manifestation of our antlered friend,…
Comments Off on Inflation hitting retailers hard
May 18, 2022
![Read more about the article CPI on tap [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/03/larry1.png?fit=573%2C591&ssl=1)
CPI on tap [w/ edit]
CPI will show inflation, but at what rate? [edit] You can view the CPI report here by clicking the graphic... This morning's CPI release is much anticipated by your trusty…
May 11, 2022
Payrolls +428,000
April Payrolls increase by 428,000 You can get all the details of yet another strong BLS report by clicking the blurb: Drilling into it we find Leisure and Hospitality leading…
Comments Off on Payrolls +428,000
May 6, 2022
Payrolls: Good news! Bad news! +467K
January payrolls +467,000, despite Omicron (which was so Q4 2021) In. The. Bag. Omicron always was going to come down as rapidly as it spiked up. Anyway, January payrolls blew…
Comments Off on Payrolls: Good news! Bad news! +467K
February 4, 2022
The Capital Sponge
The Capital Sponge Thank you to a subscriber for sending this along. The Capital Sponge by Lyn Alden I used to write about stuff like this in the 2004-2008 time…
Comments Off on The Capital Sponge
January 17, 2022
Payrolls +230k, a ‘disappointment’
November Payrolls +230,000 vs. 573,000 estimate Of course, it's all about the Fed, eh? With a side order of Omicron. Click the graphic below, get the report from BLS that…
Comments Off on Payrolls +230k, a ‘disappointment’
December 3, 2021
When the tight economic rope slackens [w/ edit]
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
Comments Off on When the tight economic rope slackens [w/ edit]
September 24, 2021
Semi sector flashes a moderate warning
The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…
Comments Off on Semi sector flashes a moderate warning
September 9, 2021
BLS: Jobs +235k, way below expectations
August Payrolls disappoints at 235,000; one sector would benefit So I guess that the Citi Economic Surprise Index per yesterday's post is more concerning still, as analysts expecting +720,000 new…
Comments Off on BLS: Jobs +235k, way below expectations
September 3, 2021
CESI: Surprise!
Citi Economic Surprise Index continues to flash a stark warning Not that it has mattered (as with other bubble indicators) but the CESI is and has been guiding the S&P…
Comments Off on CESI: Surprise!
September 2, 2021
Jobs, hot off the press… +943k
July payrolls from BLS: +943k Click image, get report... The number is a little more than what the media says the markets expected, but all in all not a surprise.…
Comments Off on Jobs, hot off the press… +943k
August 6, 2021
- Go to the previous page
- 1
- …
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- …
- 20
- Go to the next page