Barron’s Confidence Index points to bottoming of equities

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This post considers the strong historical relationship between the Barron’s Confidence Index and movements in the S&P 500 Index. […]






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Job losses in perspective

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This post shares an interesting chart, putting the US job losses in historical perspective. […]






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Increase in the Fed’s balance sheet – let’s be objective

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“The point I am attempting to make in this commentary is that the increase in the balance sheet of the Fed in the past year is not currently inflationary and need not lead to higher future inflation,” argues economist Paul Kasriel in this quest blog. […]






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Recession fireworks

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Not the type of fireworks one would normally plan for Independance Day … […]






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