Over the past year, I’ve been travelling around the country telling people that the U.S. economy really is in pretty good shape. Manufacturing, an industry once left for dead in…
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Posted in U.S. Policy & Politics
Tagged debt, demographics, Don’t Count ‘U.S.’ Out, energy, housing, U.S. economy, U.S. manufacturing
The contrast between 2013 and 2008 could not be any starker. In 2008, the U.S. economy, and its overseers, the Federal Reserve and the Administration, could not do anything right….
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Posted in U.S. Policy & Politics
Tagged employment, fiscal cliff, fiscal policy, U.S. economy
The Federal Reserve’s balance sheet has more than tripled, to more than $3 trillion, since the 2008 global financial crisis as a result of large scale asset purchases — quantitative…
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Posted in Investing
Tagged equities, Fed, Federal Reserve, OppChart, U.S. economy
U.S. stocks are off to a good start this year, with the S&P 500 Index up 7.66% on a total return basis as of 2/19/13.1 As stocks have risen, so…
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Posted in Investing
Tagged S&P, stocks, Treasuries, U.S. economy
Investors often live in a state of denial. In the good times, we’ve seen investors reject the notion that the party will ever end. In the bad times, we’ve seen…
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Posted in Global Economy
Tagged debt ceiling, European Central Bank, fiscal cliff, U.S. economy