America Exports More than Ever Before in March
America's trade deficit shrank for the first time in 10 months in March thanks to exports that were the highest in the nation's history.
Paul...
The Economy Hasn’t Done this in Over a Decade
According to the Atlanta Fed GDP Now Forecast, economic growth in the fourth quarter is on pace to surpass 3% for the third consecutive...
Household Net Worth Hits a Record High: Is that a Good Thing?
We have run this chart before, but a recent update from the Federal Reserve shows that the ratio of household net worth to income...
Is the GOP Tax Plan as bad as You’ve Heard?
If you listen to the mainstream media, you might get the impression that the GOP tax plan is a disaster. Yes, there are some...
Warehousing Employments Soars to Support E-Commerce Explosion
The number of employees working in the warehousing and storage industry in America has reached a new all-time high of 974,000. Last month alone...
How Expensive is the Stock Market?
In case the Bitcoin and FAANG stock manias have you envious and pondering a decision to abandon a thoughtfully crafted investment plan, we offer...
What’s Behind the Bull Run in Emerging Market Stocks?
Emerging market stocks have had a solid bull run YTD with the benchmark MSCI emerging markets index up 34%. Good news follows good performance...
Hiccup or Warning Sign? Canada’s Retail Sales Struggle
Retail sales in Canada fell in August at the fastest month-over-month rate for purchases at food and beverage stores (see chart below) in almost...
Portfolio Strategy: This is the Fair Value Yield on 10 Year Treasuries
Income investors can’t seem to catch a break. Even though the Federal Reserve is finally normalizing short-term interest rates, long-term interest rates remain depressed....
Despite Retailer Slaughter, Sales Strong
Despite a year or retailers suffering or going bankrupt, consumers came out strong in July. Retail sales increased by 0.6% in the month. The...