All Your Dorks Are Belong to This
Paul Krugman has another post up about the difference between money and debt. He raises a relevant question which starts to get to the heart...
Author : PRAGMATIC CAPITALISM
AAII: Investor Optimism Remains High
Even with a small decline in optimism, more than 40% of individual investors describe themselves as bullish in the latest AAII Sentiment Survey. Bullish sentiment,...
Jobless Claims Continue to Nosedive
Looks like hurricane Sandy had a larger impact than most people are willing to admit. That huge surge in jobless claims (from a 4 week...
What Do The Independent Inflation Gauges Say?
Whenever the BLS posts their monthly CPI there’s always the same response from critics that the index is flawed. That’s fine. I think a healthy...
Why Currency Wars are Bullish for Precious Metals
By Walter Kurtz, Sober Look As nations see Japan’s success in weakening the yen ( see discussion ), some begin to take notice. Emerging markets...
Inflation Update – Still Benign
Inflation remains benign based on data released by the BLS and the latest reading from the Orcam Housing Adjusted Price Index. According to the BLS...
Capacity Utilization and Manufacturing Perk Up
This ranks as one of the best monthly economic data points. Capacity utilization and industrial production showed some signs of life in December as total...
What Is the Greatest Investing Lesson from the Past Five Years?
I liked this poll from CFA Institute asking what the most important lesson from the past 5 years was. The answers aren’t terribly surprising I...
6 Downside Market Risks
Since I already provided 5 reasons to remain cyclically bullish I figured I’d offer the other side of the coin as well. Here’s 6 downside...
5 Reasons to Remain Cyclically Bullish
This is from a recent Orcam Investment Research piece where I described 5 reasons to remain cyclically bullish (not necessarily near-term): 1. The Orcam Recession...