Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By Jim Paulsen Recession risk is weighed in several ways. Are the resources available to the economy – land, labor, and capital — becoming scarce? Are pent-up demands nearing saturation? How many years old is the recovery? Are its primary players –…
A Lurking Recession Needs Vulnerabilities
A financial market resource for the every-day investor and trader.
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Brian Cornell’s Aim Has Been Way Off Target
Seth Golden, , Research Reports, 0
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
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Weekly State of the Market: An Expanding Correction
Seth Golden, , Research Reports, 0
A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...
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Marko Kolanovic/J.P. Morgan 2020 Outlook
Seth Golden, , Research Reports, 0
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
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New All-Time Highs Beget…
Seth Golden, , Research Reports, 0
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
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Capital Economics: Soft landings, immaculate disinflation, and US equities
Seth Golden, , Research Reports, 0
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
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Weekly State of the Market: It Ain’t Perfect, But It Ain’t A Recession
Seth Golden, , Research Reports, 0
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
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History of Markets Is On Full Display and Trending…
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
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Attempts to Renew The Uptrend Find Another Setback
Seth Golden, , Research Reports, 0
There was a great deal of concern for the manner in which the equity markets closed the week, 2...
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