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Newsclips
Are Earnings Estimates Accurate?
June 22, 2022
Last week, the S&P 500 officially entered a bear market. The Fed's aggressive tightening has many calling for a recession, but forward earnings estimates have actually moved higher. Earnings estimates are almost always incorrect as recessions begin.
Newsclips
Quick Comments/What We’re Reading
June 22, 2022
Today's topics include breaking down inflation, an eye on rents in the US & UK, measuring inflation expectations, anecdotal evidence of a cooling labor market?, updating recession odds, valuations, higher gas prices hit demand, and OPEC production
Newsclips
Cartoons
June 22, 2022
Conference Calls
Has A Recession Already Begun?
June 21, 2022
A replay of our June 23, 2022 conference call.
Newsclips
Quick Comments/What We’re Reading
June 21, 2022
Today's topics include talkin' markets, expecting a recession, 75 in July, balancing jobs & inflation, shortages, the impact of higher rates, a two front battle, the crypto winter, and new technology brings manias
Newsclips
Cartoons
June 21, 2022
Charts of the Week
Labor Statistics Since 1774
June 20, 2022
A long-term look at labor statistics since 1774
Charts of the Week
A Long-Term Look at Home Prices
June 20, 2022
A long-term look at home prices
Charts of the Week
A Long-Term Look at Unemployment
June 20, 2022
A long-term look at unemployment
Charts of the Week
A Long-Term Look at Miles Driven and Miles Per Gallon
June 20, 2022
A long-term look at miles driven and miles per gallon
Charts of the Week
A Long-Term Look at Government Finances
June 20, 2022
A long-term look at government finances