Monthly Archives: October, 2012
Market Finally Catching up with the Bad News
In June the Dow Jones Transports and the Dow Jones Industrials indices began to diverge. Dow Theory says that the transports lead the industrials,...
A Savings Fueled Bump
In the last four months, growth in Americans’ disposable incomes has been nonexistent on an inflation adjusted (real) basis. But Americans’ real personal expenditures...
David Einhorn on the Federal Reserve
[youtube https://www.youtube.com/watch?v=PcfgfjwwaPM]
The Buttonwood Gathering 2012 - David Einhorn on the actions of the Federal Reserve
Government Boosts Economy Just Before Election
Less than two weeks before Americans head to the polls, the BEA has announced a 2% increase in real GDP growth. Of those two...
Investing in a Global Recession
World trade volumes declined for the third month in a row according to the CPB World Trade Monitor Index released today. The index grew...