Mutual Fund Cash
Cash levels as a percentage of total assets in stock mutual funds is bordering on an all-time low. When was that low hit?
Commodities Investment
If you bought commodities solely for this reason, it’s time to re-evaluate your position.
Truly Astonishing Debt Accumulation
Federal spending is at the highest level since WII. In five years, the national debt has soared to $11.9 trillion from $7.3 trillion, an increase that equals all the debt accumulated between President George Washington and President Clinton.
The Recovery’s Winners
The Young Research Affluence Index has outperformed the Young Research Discount Goods Index by 100% since the economic recovery began. Our chart indicates that the economic recovery has still not reached low and middle income consumers.
A Must Own Asset Class
History shows that excluding this asset class from your portfolio is a grave mistake.
Bad News for Small Business
In 2009, the number of problem banks increased nearly 200%.
The U-Shaped Recovery?
Historically, housing recoveries follow a V-shaped trajectory. Even with significant government support, the current housing recovery, appears to be taking more of a U-shaped path. A healthy skepticism on the pace of a housing recovery remains warranted.
Commodities Demand
If you want to know what’s happening with commodities demand, this is where you want to look.
Productivity Growth
Here is why the U.S. will lead the Euro Area in an economic recovery. Higher productivity growth in the U.S. will allow American firms to ramp up employment sooner than their European counterparts.